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ABXB

Abacus Flexible Bond Leaders ETF

23 hedge funds and large institutions have $43.4M invested in Abacus Flexible Bond Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding

Funds holding: 2023 (+3)

2% more ownership

Funds ownership: 135.58%137.58% (+2%)

2% more capital invested

Capital invested by funds: $42.4M → $43.4M (+$1M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.6M -$873K -42,747 -4%
MML Investors Services
2
MML Investors Services
Massachusetts
$7.06M -$88.4K -4,329 -1%
CFGS
3
Concourse Financial Group Securities
Alabama
$3.9M +$47K +2,304 +1%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.28M -$160K -7,860 -7%
AWS
5
Atria Wealth Solutions
New York
$2.21M -$164K -8,026 -7%
GWM
6
Geneos Wealth Management
Colorado
$681K -$42.7K -2,092 -6%
GS
7
GTS Securities
New York
$598K +$219K +10,707 +60%
LPL Financial
8
LPL Financial
California
$506K -$8.33K -408 -2%
WWS
9
Wellington Wealth Strategies
Indiana
$422K +$410K +20,082 New
KAS
10
Kestra Advisory Services
Texas
$412K -$1.06K -52 -0.3%
Citadel Advisors
11
Citadel Advisors
Florida
$411K +$12.1K +592 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$355K -$156K -7,627 -31%
TWM
13
Tradition Wealth Management
Minnesota
$314K -$18.5K -906 -6%
BCI
14
Brinker Capital Investments
Pennsylvania
$304K +$296K +14,521 New
OPS
15
Orion Portfolio Solutions
Nebraska
$304K +$296K +14,521 New
GRP
16
Global Retirement Partners
California
$268K +$47.5K +2,325 +22%
DF
17
Donoghue Forlines
Massachusetts
$235K -$1.39K -68 -0.6%
WEG
18
World Equity Group
Illinois
$223K
Jane Street
19
Jane Street
New York
$221K -$598K -29,296 -74%
FHA
20
First Horizon Advisors
Tennessee
$36.3K +$7.21K +353 +26%
UBS Group
21
UBS Group
Switzerland
$6.49K +$6.14K +301 +3,763%
HI
22
Harbour Investments
Wisconsin
$5.97K
Morgan Stanley
23
Morgan Stanley
New York
$80 -$306 -15 -88%

ABXB Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Abacus Flexible Bond Leaders ETF (ABXB) for Q4 2023, worth a combined $43.4M — up 2.4% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ABXB positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $296K. The largest seller was Envestnet Asset Management, cutting an estimated $873K.

  • 23 institutional investors held Abacus Flexible Bond Leaders ETF (ABXB) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $43.4M of Abacus Flexible Bond Leaders ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 3 funds opened new Abacus Flexible Bond Leaders ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
  • The largest Abacus Flexible Bond Leaders ETF buyer in Q4 2023 was Brinker Capital Investments, an estimated $296K added.
  • The largest Abacus Flexible Bond Leaders ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $873K sold.

Based on aggregated 13F filings for Q4 2023.