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Breakwave Dry Bulk Shipping ETF

17 hedge funds and large institutions have $14.2M invested in Breakwave Dry Bulk Shipping ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more capital invested

Capital invested by funds: $2.89M → $14.2M (+$11.3M)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

89% more funds holding

Funds holding: 917 (+8)

11.59% more ownership

Funds ownership: 6.33%17.92% (+12%)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
17
Holders Change
+8
Holders Change %
+88.89%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
1
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.04M +$4.52M +189,530 +375%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.38M +$1.12M +47,046 New
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.16M +$944K +39,603 New
DZ Bank
4
DZ Bank
Germany
$797K -$429K -18,000 -40%
LFF
5
Level Four Financial
Texas
$762K -$37.9K -1,591 -6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$738K +$599K +25,157 New
Citadel Advisors
7
Citadel Advisors
Florida
$543K +$441K +18,513 New
SPC
8
Sigma Planning Corp
Michigan
$531K +$431K +18,086 New
CA
9
Cetera Advisors
Colorado
$519K -$18.7K -785 -4%
MSAM
10
Moloney Securities Asset Management
Missouri
$345K -$23.7K -995 -8%
AWE
11
Avidian Wealth Enterprises
Texas
$252K +$205K +8,585 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$32K +$26.2K +1,100 New
CA
13
Clearstead Advisors
Ohio
$22K +$17.9K +750 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$8.34K +350 New
PS
15
Portfolio Strategies
New York
$10K +$5.38M +225,801 New
ASN
16
Advisory Services Network
Georgia
$4K +$3.34K +140 New
SWM
17
Spire Wealth Management
Virginia
$3K
FFS
18
Founders Financial Securities
Maryland
-$194K -11,491 Closed
USGIU
19
U.S. Global Investors (USGI)
Texas
-$68K -4,000 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$14K -835 Closed

BDRY Hedge Fund Activity: Q2 2021 in Review

17 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Breakwave Dry Bulk Shipping ETF (BDRY) for Q2 2021, worth a combined $14.2M — up 389% from $2.89M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BDRY positions and 3 closed out — a net gain of 8 holders — while 1 added to existing stakes and 4 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $5.38M. The largest seller was DZ Bank, cutting an estimated $429K.

  • 17 institutional investors held Breakwave Dry Bulk Shipping ETF (BDRY) as of Q2 2021, up from 9 in Q1 2021.
  • Funds reported $14.2M of Breakwave Dry Bulk Shipping ETF stock for Q2 2021, up 389% quarter-over-quarter.
  • 11 funds opened new Breakwave Dry Bulk Shipping ETF positions in Q2 2021 and 3 closed out, a net change of +8 holders.
  • The largest Breakwave Dry Bulk Shipping ETF buyer in Q2 2021 was Portfolio Strategies, an estimated $5.38M added.
  • The largest Breakwave Dry Bulk Shipping ETF seller in Q2 2021 was DZ Bank, an estimated $429K sold.

Based on aggregated 13F filings for Q2 2021.