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Breakwave Dry Bulk Shipping ETF

19 hedge funds and large institutions have $5.19M invested in Breakwave Dry Bulk Shipping ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding

Funds holding: 1319 (+6)

25% more capital invested

Capital invested by funds: $4.15M → $5.19M (+$1.04M)

0.95% more ownership

Funds ownership: 6.87%7.82% (+0.95%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

50% less call options, than puts

Call options by funds: $176K | Put options by funds: $355K

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
Calls
$176K
Puts
$355K
Net Calls
-$179K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.39M +$1.3M +253,741 New
Morgan Stanley
2
Morgan Stanley
New York
$1.25M -$1.68M -327,816 -59%
SG Americas Securities
3
SG Americas Securities
New York
$652K +$609K +118,819 New
HighTower Advisors
4
HighTower Advisors
Illinois
$560K +$292K +57,000 +127%
Citadel Advisors
5
Citadel Advisors
Florida
$322K +$297K +57,994 +8,721%
Osaic Holdings
6
Osaic Holdings
Arizona
$184K -$4.57K -890 -3%
Simplex Trading
7
Simplex Trading
Illinois
$162K +$102K +19,935 +208%
Jane Street
8
Jane Street
New York
$149K -$80.2K -15,632 -37%
UBS Group
9
UBS Group
Switzerland
$95.1K -$59K -11,509 -40%
TNAM
10
Terra Nova Asset Management
New York
$73K
SCA
11
Sippican Capital Advisors
Massachusetts
$66.4K +$62.1K +12,100 New
CCG
12
Capital CS Group
California
$62.6K +$2.05K +400 +4%
BCM
13
Brookstone Capital Management
Illinois
$61.1K +$55.3K +10,779 New
USGIU
14
U.S. Global Investors (USGI)
Texas
$60.9K +$56.9K +11,100 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$60.5K +$56.5K +11,023 New
Group One Trading
16
Group One Trading
Illinois
$18.8K -$3.46K -674 -16%
CA
17
Clearstead Advisors
Ohio
$8.24K +$3.85K +750 +100%
CG
18
Cutler Group
California
$2K
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.92K

BDRY Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Breakwave Dry Bulk Shipping ETF (BDRY) for Q3 2023, worth a combined $5.19M — up 25% from $4.15M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BDRY positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.3M. The largest seller was Morgan Stanley, cutting an estimated $1.68M.

  • 19 institutional investors held Breakwave Dry Bulk Shipping ETF (BDRY) as of Q3 2023, up from 13 in Q2 2023.
  • Funds reported $5.19M of Breakwave Dry Bulk Shipping ETF stock for Q3 2023, up 25% quarter-over-quarter.
  • 6 funds opened new Breakwave Dry Bulk Shipping ETF positions in Q3 2023 and 0 closed out, a net change of +6 holders.
  • The largest Breakwave Dry Bulk Shipping ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $1.3M added.
  • The largest Breakwave Dry Bulk Shipping ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2023.