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Breakwave Dry Bulk Shipping ETF

19 hedge funds and large institutions have $10.9M invested in Breakwave Dry Bulk Shipping ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

12% more funds holding

Funds holding: 1719 (+2)

8.15% less ownership

Funds ownership: 17.92%9.77% (-8.2%)

23% less capital invested

Capital invested by funds: $14.2M → $10.9M (-$3.22M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
2
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$6.12M -$1.99M -70,056 -29%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.11M +$163K +5,732 +23%
CCA
3
Checchi Capital Advisers
California
$638K +$503K +17,730 New
CA
4
Cetera Advisors
Colorado
$580K -$44.7K -1,575 -9%
LFF
5
Level Four Financial
Texas
$475K -$363K -12,798 -49%
MSAM
6
Moloney Securities Asset Management
Missouri
$443K +$16.1K +568 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$336K -$1.07M -37,724 -80%
AWE
8
Avidian Wealth Enterprises
Texas
$309K
SSCA
9
South Shore Capital Advisors
Massachusetts
$270K +$213K +7,500 New
IA
10
IAM Advisory
Pennsylvania
$266K +$184K +6,485 New
DZ Bank
11
DZ Bank
Germany
$180K -$628K -22,157 -82%
LWM
12
Liberty Wealth Management
California
$60K +$47.4K +1,672 New
Wells Fargo
13
Wells Fargo
California
$44K +$34.5K +1,216 New
USGIU
14
U.S. Global Investors (USGI)
Texas
$36K +$28.4K +1,000 New
CA
15
Clearstead Advisors
Ohio
$27K
UBS Group
16
UBS Group
Switzerland
$15K +$12K +422 New
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K
CCA
18
Catalyst Capital Advisors
New York
$5K +$4.17K +147 New
SWM
19
Spire Wealth Management
Virginia
$4K
PS
20
Portfolio Strategies
New York
-$10K -225,801 Closed
CIBC World Market
21
CIBC World Market
Ontario, Canada
-$1.16M -39,603 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$543K -18,513 Closed
SPC
23
Sigma Planning Corp
Michigan
-$531K -18,086 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$32K -1,100 Closed
ASN
25
Advisory Services Network
Georgia
-$4K -140 Closed

BDRY Hedge Fund Activity: Q3 2021 in Review

19 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Breakwave Dry Bulk Shipping ETF (BDRY) for Q3 2021, worth a combined $10.9M — down 23% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BDRY positions and 6 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.

The largest buyer was Checchi Capital Advisers, opening a new position worth an estimated $503K. The largest seller was Jane Street, cutting an estimated $1.99M.

  • 19 institutional investors held Breakwave Dry Bulk Shipping ETF (BDRY) as of Q3 2021, up from 17 in Q2 2021.
  • Funds reported $10.9M of Breakwave Dry Bulk Shipping ETF stock for Q3 2021, down 23% quarter-over-quarter.
  • 8 funds opened new Breakwave Dry Bulk Shipping ETF positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest Breakwave Dry Bulk Shipping ETF buyer in Q3 2021 was Checchi Capital Advisers, an estimated $503K added.
  • The largest Breakwave Dry Bulk Shipping ETF seller in Q3 2021 was Jane Street, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2021.