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Breakwave Dry Bulk Shipping ETF

16 hedge funds and large institutions have $5.19M invested in Breakwave Dry Bulk Shipping ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $887K | Put options by funds: $273K

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7% more funds holding

Funds holding: 1516 (+1)

15.67% less ownership

Funds ownership: 20.91%5.24% (-16%)

31% less capital invested

Capital invested by funds: $7.55M → $5.19M (-$2.36M)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
3
Closed
5
Calls
$887K
Puts
$273K
Net Calls
+$614K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.21M +$1.39M +159,809 +270%
Jane Street
2
Jane Street
New York
$1.05M -$4.67M -537,256 -84%
HighTower Advisors
3
HighTower Advisors
Illinois
$405K +$348K +40,000 New
Osaic Holdings
4
Osaic Holdings
Arizona
$376K +$168K +19,303 +108%
DWM
5
Darwin Wealth Management
Florida
$269K +$261K +30,060 New
IAN
6
Integrated Advisors Network
Texas
$162K +$139K +16,000 New
UBS Group
7
UBS Group
Switzerland
$144K +$1.42K +163 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$125K +$107K +12,330 New
NW
9
Naviter Wealth
Arkansas
$125K +$107K +12,330 New
Citadel Advisors
10
Citadel Advisors
Florida
$118K -$217K -24,974 -68%
Belvedere Trading
11
Belvedere Trading
Illinois
$113K +$97.6K +11,219 New
Simplex Trading
12
Simplex Trading
Illinois
$68K +$51K +5,865 +652%
ASN
13
Advisory Services Network
Georgia
$9.09K +$4.35K +500 +125%
CA
14
Clearstead Advisors
Ohio
$7.58K
CG
15
Cutler Group
California
$5K -$5.22K -600 -55%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54K
JP Morgan Chase
17
JP Morgan Chase
New York
-$328K -35,674 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$120K -13,051 Closed
Bank of America
19
Bank of America
North Carolina
-$1.08K -118 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$1K -100 Closed
MCC
21
Money Concepts Capital
Florida
-$717 -78 Closed

BDRY Hedge Fund Activity: Q1 2023 in Review

16 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Breakwave Dry Bulk Shipping ETF (BDRY) for Q1 2023, worth a combined $5.19M — down 31% from $7.55M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BDRY positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.39M. The largest seller was Jane Street, cutting an estimated $4.67M.

  • 16 institutional investors held Breakwave Dry Bulk Shipping ETF (BDRY) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $5.19M of Breakwave Dry Bulk Shipping ETF stock for Q1 2023, down 31% quarter-over-quarter.
  • 6 funds opened new Breakwave Dry Bulk Shipping ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Breakwave Dry Bulk Shipping ETF buyer in Q1 2023 was Morgan Stanley, an estimated $1.39M added.
  • The largest Breakwave Dry Bulk Shipping ETF seller in Q1 2023 was Jane Street, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2023.