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American Beacon AHL Trend ETF

7 hedge funds and large institutions have $8.35M invested in American Beacon AHL Trend ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

13% more capital invested

Capital invested by funds: $7.39M → $8.35M (+$957K)

1.07% more ownership

Funds ownership: 33.28%34.35% (+1.1%)

0% more funds holding

Funds holding: 77 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$4.69M -$1.37M -60,025 -24%
SHWM
2
Smith & Howard Wealth Management
Georgia
$1.84M +$1.72M +75,598 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.24M +$129K +5,669 +13%
Jane Street
4
Jane Street
New York
$450K +$423K +18,518 New
FFA
5
Farther Finance Advisors
California
$81.9K +$52.9K +2,320 +229%
YAL
6
Your Advocates Ltd
Texas
$32.4K +$6.37K +279 +26%
UBS Group
7
UBS Group
Switzerland
$21.2K +$19.9K +873 New
MC
8
Moors & Cabot
Massachusetts
-$460K -20,700 Closed
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
-$260K -11,710 Closed
Bank of America
10
Bank of America
North Carolina
-$2.55K -115 Closed

AHLT Hedge Fund Activity: Q1 2024 in Review

7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Beacon AHL Trend ETF (AHLT) for Q1 2024, worth a combined $8.35M — up 13% from $7.39M a quarter earlier.

Fund positioning in AHLT was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was Smith & Howard Wealth Management, opening a new position worth an estimated $1.72M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.37M.

  • 7 institutional investors held American Beacon AHL Trend ETF (AHLT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $8.35M of American Beacon AHL Trend ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 3 funds opened new American Beacon AHL Trend ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest American Beacon AHL Trend ETF buyer in Q1 2024 was Smith & Howard Wealth Management, an estimated $1.72M added.
  • The largest American Beacon AHL Trend ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2024.