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ABXB

Abacus Flexible Bond Leaders ETF

20 hedge funds and large institutions have $40.5M invested in Abacus Flexible Bond Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% less ownership

Funds ownership: 136.86%136.07% (-0.79%)

7% less capital invested

Capital invested by funds: $43.4M → $40.5M (-$2.91M)

9% less funds holding

Funds holding: 2220 (-2)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.2M -$958K -45,838 -4%
MML Investors Services
2
MML Investors Services
Massachusetts
$6.69M -$220K -10,509 -3%
CFGS
3
Concourse Financial Group Securities
Alabama
$3.83M -$79.8K -3,818 -2%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.1M -$123K -5,890 -6%
AWS
5
Atria Wealth Solutions
New York
$2.01M -$70.1K -3,353 -3%
Jane Street
6
Jane Street
New York
$774K +$185K +8,839 +31%
GWM
7
Geneos Wealth Management
Colorado
$667K -$26.9K -1,288 -4%
LPL Financial
8
LPL Financial
California
$559K +$58.1K +2,780 +12%
BCI
9
Brinker Capital Investments
Pennsylvania
$438K -$1.11K -53 -0.3%
OPS
10
Orion Portfolio Solutions
Nebraska
$438K -$1.11K -53 -0.3%
TWM
11
Tradition Wealth Management
Minnesota
$278K
GRP
12
Global Retirement Partners
California
$274K +$2.49K +119 +0.9%
AI
13
Atria Investments
North Carolina
$257K +$258K +12,350 New
KAS
14
Kestra Advisory Services
Texas
$253K -$29K -1,389 -10%
DF
15
Donoghue Forlines
Massachusetts
$249K +$878 +42 +0.4%
WEG
16
World Equity Group
Illinois
$218K -$1.65K -79 -0.7%
Osaic Holdings
17
Osaic Holdings
Arizona
$187K +$7.65K +366 +4%
FHA
18
First Horizon Advisors
Tennessee
$39.4K -$230 -11 -0.6%
UBS Group
19
UBS Group
Switzerland
$31K +$30.8K +1,475 +10,536%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K +$1.48K +71 New
GS
21
GTS Securities
New York
-$548K -25,948 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$509K -24,074 Closed
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
-$228K -10,767 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$21 -1 Closed

ABXB Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Abacus Flexible Bond Leaders ETF (ABXB) for Q2 2024, worth a combined $40.5M — down 6.7% from $43.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ABXB and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Atria Investments, opening a new position worth an estimated $258K. The largest seller was Envestnet Asset Management, cutting an estimated $958K.

  • 20 institutional investors held Abacus Flexible Bond Leaders ETF (ABXB) as of Q2 2024, down from 22 in Q1 2024.
  • Funds reported $40.5M of Abacus Flexible Bond Leaders ETF stock for Q2 2024, down 6.7% quarter-over-quarter.
  • 2 funds opened new Abacus Flexible Bond Leaders ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest Abacus Flexible Bond Leaders ETF buyer in Q2 2024 was Atria Investments, an estimated $258K added.
  • The largest Abacus Flexible Bond Leaders ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $958K sold.

Based on aggregated 13F filings for Q2 2024.