Bridges Capital Tactical ETF
BDGS
4 hedge funds and large institutions have $1.72M invested in Bridges Capital Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3.07% less ownership
Funds ownership: 12.14% → 9.07% (-3.1%)
25% less capital invested
Capital invested by funds: $2.28M → $1.72M (-$566K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$177K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$177K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$968K |
| 2 |
AFG
Atomi Financial Group
New York
|
-$73.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $588K | +$177K | +6,746 | +45% |
|
|
MAM
2
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $584K | +$177K | +6,778 | +46% |
|
|
AFG
3
Atomi Financial Group
New York
| $516K | -$73.6K | -2,809 | -13% |
|
|
4
UBS Group
Zurich,
Switzerland
| $27.9K | +$27.1K | +1,035 | New |
|
|
GS
5
GTS Securities
New York
| – | -$968K | -38,128 | Closed |
|
BDGS Hedge Fund Activity: Q4 2023 in Review
4 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Bridges Capital Tactical ETF (BDGS) for Q4 2023, worth a combined $1.72M — down 25% from $2.28M a quarter earlier.
Fund positioning in BDGS was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Milestone Asset Management, adding an estimated $177K. The largest seller was GTS Securities, exiting entirely with an estimated $968K sold.
- 4 institutional investors held Bridges Capital Tactical ETF (BDGS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $1.72M of Bridges Capital Tactical ETF stock for Q4 2023, down 25% quarter-over-quarter.
- 1 fund opened new Bridges Capital Tactical ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Bridges Capital Tactical ETF buyer in Q4 2023 was Milestone Asset Management, an estimated $177K added.
- The largest Bridges Capital Tactical ETF seller in Q4 2023 was GTS Securities, an estimated $968K sold.
Based on aggregated 13F filings for Q4 2023.