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ABOT

Abacus FCF Innovation Leaders ETF

20 hedge funds and large institutions have $132M invested in Abacus FCF Innovation Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

221.96% more ownership

Funds ownership: 934.39%1,156.35% (+222%)

18% more funds holding

Funds holding: 1720 (+3)

12% more capital invested

Capital invested by funds: $118M → $132M (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.5M +$15.8M +603,769 +31%
DF
2
Donoghue Forlines
Massachusetts
$24M +$6.88M +262,722 +41%
MML Investors Services
3
MML Investors Services
Massachusetts
$18M +$4.52M +172,642 +35%
CFGS
4
Concourse Financial Group Securities
Alabama
$10.9M +$2.21M +84,241 +23%
Prudential Financial
5
Prudential Financial
New Jersey
$2.47M +$465K +17,763 +24%
APA
6
American Portfolios Advisors
New York
$1.62M +$1.59M +60,710 New
AWS
7
Atria Wealth Solutions
New York
$1.5M +$1.47M +56,055 New
GWM
8
Geneos Wealth Management
Colorado
$1.38M +$147K +5,607 +12%
KAS
9
Kestra Advisory Services
Texas
$999K +$979K +37,351 New
PAS
10
Park Avenue Securities
New York
$861K +$240K +9,170 +40%
Osaic Holdings
11
Osaic Holdings
Arizona
$611K +$40.6K +1,551 +7%
WEG
12
World Equity Group
Illinois
$407K +$398K +15,208 New
GRP
13
Global Retirement Partners
California
$385K +$130K +4,955 +40%
TA
14
TrueWealth Advisors
Alabama
$344K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$289K +$75.6K +2,886 +37%
LPL Financial
16
LPL Financial
California
$264K +$259K +9,884 New
FAG
17
Fortitude Advisory Group
Washington
$98K +$25.7K +982 +36%
UBS Group
18
UBS Group
Switzerland
$61K +$24.9K +951 +72%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19K +$19K +726 New
NA
20
NewEdge Advisors
Louisiana
-$10.6M -360,574 Closed
FHA
21
First Horizon Advisors
Tennessee
-$136K -4,651 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
+$26 +1 New

ABOT Hedge Fund Activity: Q1 2022 in Review

20 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Abacus FCF Innovation Leaders ETF (ABOT) for Q1 2022, worth a combined $132M — up 12% from $118M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ABOT positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $15.8M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $10.6M sold.

  • 20 institutional investors held Abacus FCF Innovation Leaders ETF (ABOT) as of Q1 2022, up from 17 in Q4 2021.
  • Funds reported $132M of Abacus FCF Innovation Leaders ETF stock for Q1 2022, up 12% quarter-over-quarter.
  • 7 funds opened new Abacus FCF Innovation Leaders ETF positions in Q1 2022 and 2 closed out, a net change of +5 holders.
  • The largest Abacus FCF Innovation Leaders ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $15.8M added.
  • The largest Abacus FCF Innovation Leaders ETF seller in Q1 2022 was NewEdge Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.