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ABFL

Abacus FCF Leaders ETF

44 hedge funds and large institutions have $697M invested in Abacus FCF Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $383M → $697M (+$314M)

60.4% more ownership

Funds ownership: 114.1%174.5% (+60%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 4444 (0)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
4
Increased
10
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$226M +$218M +3,726,953 New
JP Morgan Chase
2
JP Morgan Chase
New York
$182M +$38.6M +659,065 +28%
QWP
3
Quotient Wealth Partners
Texas
$171M +$30.1M +513,694 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63.9M -$6.31M -107,689 -9%
Mariner
5
Mariner
Kansas
$12.2M +$135K +2,303 +1%
MML Investors Services
6
MML Investors Services
Massachusetts
$6.48M -$2.16M -36,910 -26%
CWP
7
Cyndeo Wealth Partners
Florida
$4.61M +$1.52M +25,947 +52%
DF
8
Donoghue Forlines
Massachusetts
$3.89M -$1.34M -22,959 -26%
CFGS
9
Concourse Financial Group Securities
Alabama
$3.65M -$1.21M -20,594 -26%
SW
10
Signify Wealth
Missouri
$3.18M +$368K +6,279 +14%
LPL Financial
11
LPL Financial
California
$2.98M -$121K -2,067 -4%
SPL
12
Smart Portfolios LLC
Washington
$1.61M -$20K -342 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.34M +$16.1K +274 +1%
SPI
14
Santori & Peters Inc
Pennsylvania
$1.27M -$27.8K -474 -2%
SMG
15
Smart Money Group
Texas
$1.14M -$9.55K -163 -0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$969K -$77.6K -1,325 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$937K -$16.8K -287 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$855K -$205K -3,506 -20%
HCM
19
Howard Capital Management
Georgia
$812K +$784K +13,376 New
SWM
20
SeaCrest Wealth Management
New York
$709K -$12.3K -210 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$662K +$639K +10,902 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$658K -$228K -3,891 -26%
WSFS
23
Wilmington Savings Fund Society
Delaware
$592K +$571K +9,745 New
GWM
24
Geneos Wealth Management
Colorado
$572K -$137K -2,338 -20%
TWM
25
Tradition Wealth Management
Minnesota
$558K

ABFL Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Abacus FCF Leaders ETF (ABFL) for Q1 2024, worth a combined $697M — up 82% from $383M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ABFL positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $38.6M. The largest seller was Envestnet Asset Management, cutting an estimated $6.31M.

  • 44 institutional investors held Abacus FCF Leaders ETF (ABFL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $697M of Abacus FCF Leaders ETF stock for Q1 2024, up 82% quarter-over-quarter.
  • 4 funds opened new Abacus FCF Leaders ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest Abacus FCF Leaders ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $38.6M added.
  • The largest Abacus FCF Leaders ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $6.31M sold.

Based on aggregated 13F filings for Q1 2024.