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ABOT

Abacus FCF Innovation Leaders ETF

19 hedge funds and large institutions have $54.5M invested in Abacus FCF Innovation Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $46M → $54.5M (+$8.45M)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.94% less ownership

Funds ownership: 122.74%120.79% (-1.9%)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
3
Reduced
12
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
$23.8M -$1.62M -54,868 -7%
MML Investors Services
2
MML Investors Services
Massachusetts
$7.94M -$328K -11,149 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.66M +$7.41M +251,469 New
DF
4
Donoghue Forlines
Massachusetts
$4.77M -$571K -19,400 -11%
CFGS
5
Concourse Financial Group Securities
Alabama
$4.56M -$285K -9,693 -6%
LPL Financial
6
LPL Financial
California
$1.09M
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$838K -$42.7K -1,450 -5%
GWM
8
Geneos Wealth Management
Colorado
$720K -$21K -714 -3%
TWM
9
Tradition Wealth Management
Minnesota
$591K +$70.2K +2,385 +14%
AWS
10
Atria Wealth Solutions
New York
$501K -$105K -3,580 -18%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$492K +$183K +6,217 +63%
GRP
12
Global Retirement Partners
California
$332K -$16.9K -574 -5%
Goldman Sachs
13
Goldman Sachs
New York
$289K +$279K +9,471 New
WEG
14
World Equity Group
Illinois
$262K
KAS
15
Kestra Advisory Services
Texas
$254K -$66.6K -2,261 -21%
WWS
16
Wellington Wealth Strategies
Indiana
$212K -$374K -12,692 -65%
Osaic Holdings
17
Osaic Holdings
Arizona
$146K -$24.2K -820 -15%
FHA
18
First Horizon Advisors
Tennessee
$65.9K +$8.84K +300 +16%
UBS Group
19
UBS Group
Switzerland
$4.08K -$36.8K -1,250 -90%
NS
20
NBC Securities
Alabama
$1K
GS
21
GTS Securities
New York
-$571K -20,569 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$110 -2 Closed

ABOT Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Abacus FCF Innovation Leaders ETF (ABOT) for Q1 2024, worth a combined $54.5M — up 18% from $46M a quarter earlier.

Fund positioning in ABOT was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.41M. The largest seller was Envestnet Asset Management, cutting an estimated $1.62M.

  • 19 institutional investors held Abacus FCF Innovation Leaders ETF (ABOT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $54.5M of Abacus FCF Innovation Leaders ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 2 funds opened new Abacus FCF Innovation Leaders ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest Abacus FCF Innovation Leaders ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $7.41M added.
  • The largest Abacus FCF Innovation Leaders ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2024.