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ABXB

Abacus Flexible Bond Leaders ETF

20 hedge funds and large institutions have $42.4M invested in Abacus Flexible Bond Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

6.1% less ownership

Funds ownership: 141.68%135.58% (-6.1%)

7% less capital invested

Capital invested by funds: $45.4M → $42.4M (-$3.04M)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
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
$22.5M -$3.04M -147,570 -12%
MML Investors Services
2
MML Investors Services
Massachusetts
$6.86M -$646K -31,375 -8%
CFGS
3
Concourse Financial Group Securities
Alabama
$3.7M -$270K -13,115 -7%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.35M +$2.4M +116,395 New
AWS
5
Atria Wealth Solutions
New York
$2.28M +$455K +22,108 +24%
Jane Street
6
Jane Street
New York
$803K -$1.43M -69,197 -63%
GWM
7
Geneos Wealth Management
Colorado
$696K +$41.1K +1,994 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$494K +$41.8K +2,027 +9%
LPL Financial
9
LPL Financial
California
$494K +$504K +24,485 New
KAS
10
Kestra Advisory Services
Texas
$396K +$15.7K +763 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$382K +$82.9K +4,026 +27%
GS
12
GTS Securities
New York
$358K -$23.5K -1,142 -6%
TWM
13
Tradition Wealth Management
Minnesota
$319K +$294K +14,256 +902%
DF
14
Donoghue Forlines
Massachusetts
$227K +$2.27K +110 +1%
WEG
15
World Equity Group
Illinois
$214K +$4.31K +209 +2%
GRP
16
Global Retirement Partners
California
$209K -$6.65K -323 -3%
FHA
17
First Horizon Advisors
Tennessee
$27.8K +$680 +33 +2%
HI
18
Harbour Investments
Wisconsin
$5.72K -$3.5K -170 -37%
Morgan Stanley
19
Morgan Stanley
New York
$343 -$7.36K -357 -95%
UBS Group
20
UBS Group
Switzerland
$161 -$34.6K -1,681 -100%
PAS
21
Park Avenue Securities
New York
-$289K -14,001 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$43K -2,069 Closed

ABXB Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Abacus Flexible Bond Leaders ETF (ABXB) for Q3 2023, worth a combined $42.4M — down 6.7% from $45.4M a quarter earlier.

Fund positioning in ABXB was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $504K. The largest seller was Envestnet Asset Management, cutting an estimated $3.04M.

  • 20 institutional investors held Abacus Flexible Bond Leaders ETF (ABXB) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $42.4M of Abacus Flexible Bond Leaders ETF stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 2 funds opened new Abacus Flexible Bond Leaders ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest Abacus Flexible Bond Leaders ETF buyer in Q3 2023 was LPL Financial, an estimated $504K added.
  • The largest Abacus Flexible Bond Leaders ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2023.