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ABOT

Abacus FCF Innovation Leaders ETF

17 hedge funds and large institutions have $47.8M invested in Abacus FCF Innovation Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

21% more funds holding

Funds holding: 1417 (+3)

8.37% less ownership

Funds ownership: 130.26%121.89% (-8.4%)

20% less capital invested

Capital invested by funds: $59.6M → $47.8M (-$11.8M)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.3M -$12.7M -534,572 -34%
MML Investors Services
2
MML Investors Services
Massachusetts
$8.75M -$3.26M -137,445 -28%
CFGS
3
Concourse Financial Group Securities
Alabama
$4.59M -$2.86M -120,632 -40%
DF
4
Donoghue Forlines
Massachusetts
$4.47M +$3.85M +162,540 +1,136%
GS
5
GTS Securities
New York
$756K +$709K +29,898 New
GWM
6
Geneos Wealth Management
Colorado
$684K -$300K -12,678 -32%
AWS
7
Atria Wealth Solutions
New York
$572K -$307K -12,958 -36%
Osaic Holdings
8
Osaic Holdings
Arizona
$353K -$281K -11,860 -46%
PAS
9
Park Avenue Securities
New York
$330K -$296K -12,490 -49%
KAS
10
Kestra Advisory Services
Texas
$285K -$134K -5,663 -33%
GRP
11
Global Retirement Partners
California
$261K -$95.5K -4,031 -28%
WEG
12
World Equity Group
Illinois
$226K +$212K +8,938 New
UBS Group
13
UBS Group
Switzerland
$77K +$25.7K +1,083 +55%
FHA
14
First Horizon Advisors
Tennessee
$50.7K -$19.4K -818 -29%
TWM
15
Tradition Wealth Management
Minnesota
$43K +$40.2K +1,695 New
HI
16
Harbour Investments
Wisconsin
$14.7K -$17.9K -757 -56%
Morgan Stanley
17
Morgan Stanley
New York
$14.3K +$13.4K +565 New
Wells Fargo
18
Wells Fargo
California
-$36.8K -1,566 Closed

ABOT Hedge Fund Activity: Q2 2023 in Review

17 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Abacus FCF Innovation Leaders ETF (ABOT) for Q2 2023, worth a combined $47.8M — down 20% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ABOT positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 11 trimmed.

The largest buyer was Donoghue Forlines, adding an estimated $3.85M. The largest seller was Envestnet Asset Management, cutting an estimated $12.7M.

  • 17 institutional investors held Abacus FCF Innovation Leaders ETF (ABOT) as of Q2 2023, up from 14 in Q1 2023.
  • Funds reported $47.8M of Abacus FCF Innovation Leaders ETF stock for Q2 2023, down 20% quarter-over-quarter.
  • 4 funds opened new Abacus FCF Innovation Leaders ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
  • The largest Abacus FCF Innovation Leaders ETF buyer in Q2 2023 was Donoghue Forlines, an estimated $3.85M added.
  • The largest Abacus FCF Innovation Leaders ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2023.