Bridges Capital Tactical ETF
BDGS
12 hedge funds and large institutions have $6.53M invested in Bridges Capital Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more capital invested
Capital invested by funds: $2.18M → $6.53M (+$4.35M)
50% more funds holding
Funds holding: 8 → 12 (+4)
14.1% more ownership
Funds ownership: 9.16% → 23.26% (+14%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$3.15M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$887K |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$298K |
| 4 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$86.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$110K |
| 2 |
AFG
Atomi Financial Group
New York
|
-$44.5K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$36.8K |
| 4 |
Morgan Stanley
New York
|
-$6.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
1
Napa Wealth Management
Napa,
California
| $3.16M | +$3.15M | +100,172 | New |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $890K | +$887K | +28,227 | New |
|
|
MAM
3
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $843K | +$86.9K | +2,767 | +12% |
|
|
GS
4
GTS Securities
New York
| $592K | -$110K | -3,510 | -16% |
|
|
WAM
5
Worth Asset Management
Dallas,
Texas
| $299K | +$298K | +9,471 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $265K | -$36.8K | -1,171 | -12% |
|
|
KWM
7
Kingsview Wealth Management
Grants Pass,
Oregon
| $235K | +$691 | +22 | +0.3% |
|
|
AFG
8
Atomi Financial Group
New York
| $203K | -$44.5K | -1,416 | -18% |
|
|
9
UBS Group
Zurich,
Switzerland
| $17.8K | +$16.7K | +531 | +1,562% |
|
|
AWM
10
Avior Wealth Management
Omaha,
Nebraska
| $16.1K | +$16.1K | +511 | New |
|
11
Jones Financial Companies
Des Peres,
Missouri
| $6.12K | +$6.1K | +194 | New |
|
|
CAS
12
Coppell Advisory Solutions
Coppell,
Texas
| $3K | – | – | – |
|
|
13
Morgan Stanley
New York
| – | -$6.86K | -225 | Closed |
|
BDGS Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bridges Capital Tactical ETF (BDGS) for Q4 2024, worth a combined $6.53M — up 200% from $2.18M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BDGS positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $3.15M. The largest seller was GTS Securities, cutting an estimated $110K.
- 12 institutional investors held Bridges Capital Tactical ETF (BDGS) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $6.53M of Bridges Capital Tactical ETF stock for Q4 2024, up 200% quarter-over-quarter.
- 5 funds opened new Bridges Capital Tactical ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Bridges Capital Tactical ETF buyer in Q4 2024 was Napa Wealth Management, an estimated $3.15M added.
- The largest Bridges Capital Tactical ETF seller in Q4 2024 was GTS Securities, an estimated $110K sold.
Based on aggregated 13F filings for Q4 2024.