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ABOT

Abacus FCF Innovation Leaders ETF

19 hedge funds and large institutions have $46M invested in Abacus FCF Innovation Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 12 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

19% more funds holding

Funds holding: 1619 (+3)

7% more capital invested

Capital invested by funds: $42.9M → $46M (+$3.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.64% less ownership

Funds ownership: 123.37%122.74% (-0.64%)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
3
Reduced
12
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
$23.2M -$1.89M -72,902 -8%
MML Investors Services
2
MML Investors Services
Massachusetts
$7.55M -$555K -21,441 -7%
DF
3
Donoghue Forlines
Massachusetts
$4.88M +$554K +21,369 +14%
CFGS
4
Concourse Financial Group Securities
Alabama
$4.43M -$183K -7,047 -4%
LPL Financial
5
LPL Financial
California
$991K -$13.3K -512 -1%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$804K -$23K -887 -3%
GWM
7
Geneos Wealth Management
Colorado
$676K -$94K -3,627 -13%
GS
8
GTS Securities
New York
$571K +$73K +2,817 +16%
AWS
9
Atria Wealth Solutions
New York
$558K -$43.6K -1,685 -8%
WWS
10
Wellington Wealth Strategies
Indiana
$546K +$509K +19,648 New
TWM
11
Tradition Wealth Management
Minnesota
$473K -$25.3K -978 -5%
GRP
12
Global Retirement Partners
California
$321K +$43.8K +1,689 +17%
KAS
13
Kestra Advisory Services
Texas
$294K -$12.5K -481 -4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$276K +$257K +9,930 New
WEG
15
World Equity Group
Illinois
$239K -$8.57K -331 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$156K -$196K -7,549 -57%
FHA
17
First Horizon Advisors
Tennessee
$51.8K -$2.69K -104 -5%
UBS Group
18
UBS Group
Switzerland
$38.5K +$35.9K +1,384 New
Morgan Stanley
19
Morgan Stanley
New York
$110 +$52 +2 New
Citadel Advisors
20
Citadel Advisors
Florida
-$239K -9,603 Closed

ABOT Hedge Fund Activity: Q4 2023 in Review

19 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Abacus FCF Innovation Leaders ETF (ABOT) for Q4 2023, worth a combined $46M — up 7.3% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ABOT positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was Donoghue Forlines, adding an estimated $554K. The largest seller was Envestnet Asset Management, cutting an estimated $1.89M.

  • 19 institutional investors held Abacus FCF Innovation Leaders ETF (ABOT) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $46M of Abacus FCF Innovation Leaders ETF stock for Q4 2023, up 7.3% quarter-over-quarter.
  • 4 funds opened new Abacus FCF Innovation Leaders ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest Abacus FCF Innovation Leaders ETF buyer in Q4 2023 was Donoghue Forlines, an estimated $554K added.
  • The largest Abacus FCF Innovation Leaders ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2023.