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Moneta Group Investment Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Moneta Group Investment Advisors’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Sell
6,930
-690
-9% -$28.6K ﹤0.01% 683
2025
Q4 		$362K Sell
7,620
-757
-9% -$41.2K ﹤0.01% 587
2025
Q3 		$521K Buy
8,377
+886
+12% +$55.2K ﹤0.01% 484
2025
Q2 		$439K Buy
7,491
+1,381
+23% +$74.1K 0.01% 466
2025
Q1 		$274K Buy
6,110
+57
+0.9% +$2.89K ﹤0.01% 546
2024
Q4 		$308K Buy
+6,053
New +$274K ﹤0.01% 525

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Moneta Group Investment Advisors's BITB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 9.1% in Q1 2026, selling an estimated $28.6K and leaving 6,930 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Moneta Group Investment Advisors first reported a position in BITB in Q4 2024 and has held it in 6 quarters since. The position peaked at $521K in Q3 2025. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Moneta Group Investment Advisors held 6,930 shares of Bitwise Bitcoin ETF worth $255K as of Q1 2026.
  • Moneta Group Investment Advisors sold 690 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $28.6K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #683 holding.
  • Moneta Group Investment Advisors first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's Bitwise Bitcoin ETF position peaked at $521K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.