Honeytree US Equity ETF
BEEZ
5 hedge funds and large institutions have $1.13M invested in Honeytree US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
85% more capital invested
Capital invested by funds: $609K → $1.13M (+$521K)
25% more funds holding
Funds holding: 4 → 5 (+1)
3.56% more ownership
Funds ownership: 19.47% → 23.03% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$389K |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$291K |
| 3 |
RP
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
+$2.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
CIBC World Market
Toronto,
Ontario, Canada
| $635K | +$291K | +9,910 | +92% |
|
|
JSW
2
Journey Strategic Wealth
Summit,
New Jersey
| $406K | +$389K | +13,242 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $61K | – | – | – |
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $24.6K | – | – | – |
|
|
RP
5
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $3.07K | +$2.94K | +100 | New |
|
|
GS
6
GTS Securities
New York
| – | -$222K | -7,816 | Closed |
|
BEEZ Hedge Fund Activity: Q1 2024 in Review
5 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Honeytree US Equity ETF (BEEZ) for Q1 2024, worth a combined $1.13M — up 85% from $609K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BEEZ positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $389K. The largest seller was GTS Securities, exiting entirely with an estimated $222K sold.
- 5 institutional investors held Honeytree US Equity ETF (BEEZ) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $1.13M of Honeytree US Equity ETF stock for Q1 2024, up 85% quarter-over-quarter.
- 2 funds opened new Honeytree US Equity ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Honeytree US Equity ETF buyer in Q1 2024 was Journey Strategic Wealth, an estimated $389K added.
- The largest Honeytree US Equity ETF seller in Q1 2024 was GTS Securities, an estimated $222K sold.
Based on aggregated 13F filings for Q1 2024.