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ABXB

Abacus Flexible Bond Leaders ETF
ABXB

20 hedge funds and large institutions have $102M invested in Abacus Flexible Bond Leaders ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

947.05% more ownership

Funds ownership: 0% → 947.05% (+947%)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

11% more funds holding

Funds holding: 18 → 20 (+2)

7% less capital invested

Capital invested by funds: $109M → $102M (-$7.52M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
TrueWealth Advisors
Alabama
+$365K
2
GWM
Geneos Wealth Management
Colorado
+$242K
3
PAS
Park Avenue Securities
New York
+$130K
4
MML Investors Services
MML Investors Services
Massachusetts
+$117K
5
Jane Street
Jane Street
New York
+$76.2K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.46M
2
DF
Donoghue Forlines
Massachusetts
-$1.23M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$1.13M
4
CFGS
Concourse Financial Group Securities
Alabama
-$777K
5
BCA
Bay Colony Advisors
Massachusetts
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.4M -$3.46M -137,733 -6%
MML Investors Services
2
MML Investors Services
Massachusetts
$10.6M +$117K +4,663 +1%
CFGS
3
Concourse Financial Group Securities
Alabama
$8.91M -$777K -30,934 -8%
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$8.54M -$1.13M -45,166 -12%
DF
5
Donoghue Forlines
Massachusetts
$7.38M -$1.23M -49,063 -14%
NFG
6
Next Financial Group
Texas
$3.45M -$140K -5,555 -4%
Prudential Financial
7
Prudential Financial
New Jersey
$1.87M -$50.4K -2,006 -3%
GWM
8
Geneos Wealth Management
Colorado
$1.43M +$242K +9,649 +20%
Jane Street
9
Jane Street
New York
$1.19M +$76.2K +3,035 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$834K -$93.3K -3,714 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$660K +$62.1K +2,473 +10%
PAS
12
Park Avenue Securities
New York
$414K +$130K +5,186 +45%
TA
13
TrueWealth Advisors
Alabama
$364K +$365K +14,540 New
GRP
14
Global Retirement Partners
California
$260K +$10.4K +415 +4%
UBS Group
15
UBS Group
Switzerland
$94K -$603 -24 -0.6%
FHA
16
First Horizon Advisors
Tennessee
$56K +$57.5K +2,290 New
APA
17
American Portfolios Advisors
New York
$40.2K -$4.9K -195 -11%
HI
18
Harbour Investments
Wisconsin
$35K +$35.3K +1,404 New
MAM
19
Meeder Asset Management
Ohio
$32K +$32.4K +1,288 New
SCA
20
Stonebridge Capital Advisors
Minnesota
$5K +$5.28K +210 New
BCA
21
Bay Colony Advisors
Massachusetts
– -$289K -11,465 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
– -$31K -1,226 Closed

ABXB Hedge Fund Activity: Q1 2021 in Review

20 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Abacus Flexible Bond Leaders ETF (ABXB) for Q1 2021, worth a combined $102M — down 6.9% from $109M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ABXB positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was TrueWealth Advisors, opening a new position worth an estimated $365K. The largest seller was Envestnet Asset Management, cutting an estimated $3.46M.

  • 20 institutional investors held Abacus Flexible Bond Leaders ETF (ABXB) as of Q1 2021, up from 18 in Q4 2020.
  • Funds reported $102M of Abacus Flexible Bond Leaders ETF stock for Q1 2021, down 6.9% quarter-over-quarter.
  • 5 funds opened new Abacus Flexible Bond Leaders ETF positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest Abacus Flexible Bond Leaders ETF buyer in Q1 2021 was TrueWealth Advisors, an estimated $365K added.
  • The largest Abacus Flexible Bond Leaders ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2021.