Alternative Access First Priority CLO Bond ETF
11 hedge funds and large institutions have $6.37M invested in Alternative Access First Priority CLO Bond ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
22% more capital invested
Capital invested by funds: $5.2M → $6.37M (+$1.16M)
10% more funds holding
Funds holding: 10 → 11 (+1)
5.37% less ownership
Funds ownership: 41.71% → 36.33% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.33M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$759K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$234K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$133K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.22M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$199K |
| 3 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
-$3.56K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.88M | +$1.33M | +53,007 | +240% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.1M | +$133K | +5,315 | +14% |
|
|
LCGC
3
Legacy Capital Group California
Los Gatos,
California
| $863K | -$3.56K | -142 | -0.4% |
|
|
ACA
4
Aptus Capital Advisors
Fairhope,
Alabama
| $757K | +$759K | +30,242 | New |
|
|
5
Jane Street
New York
| $718K | -$1.22M | -48,444 | -63% |
|
|
6
HighTower Advisors
Chicago,
Illinois
| $718K | +$108K | +4,286 | +18% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $264K | +$234K | +9,334 | +801% |
|
|
GM
8
GeoWealth Management
Chicago,
Illinois
| $55.7K | +$5.6K | +223 | +11% |
|
|
FHA
9
First Horizon Advisors
Memphis,
Tennessee
| $10.7K | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $2.05K | -$199K | -7,909 | -99% |
|
|
11
UBS Group
Zurich,
Switzerland
| $1.85K | -$2.94K | -117 | -61% |
|
AAA Hedge Fund Activity: Q1 2024 in Review
11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alternative Access First Priority CLO Bond ETF (AAA) for Q1 2024, worth a combined $6.37M — up 22% from $5.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new AAA positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.33M. The largest seller was Jane Street, cutting an estimated $1.22M.
- 11 institutional investors held Alternative Access First Priority CLO Bond ETF (AAA) as of Q1 2024, up from 10 in Q4 2023.
- Funds reported $6.37M of Alternative Access First Priority CLO Bond ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 1 fund opened new Alternative Access First Priority CLO Bond ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest Alternative Access First Priority CLO Bond ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $1.33M added.
- The largest Alternative Access First Priority CLO Bond ETF seller in Q1 2024 was Jane Street, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2024.