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BEEZ

Honeytree US Equity ETF

7 hedge funds and large institutions have $3.23M invested in Honeytree US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $1.87M → $3.23M (+$1.35M)

40% more funds holding

Funds holding: 57 (+2)

10.02% more ownership

Funds ownership: 33.02%43.04% (+10%)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1
Journey Strategic Wealth
New Jersey
$1.48M +$489K +15,828 +54%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$675K
GS
3
GTS Securities
New York
$388K +$368K +11,907 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$383K +$3.25K +105 +0.9%
Citadel Advisors
5
Citadel Advisors
Florida
$274K +$260K +8,405 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$26K
RP
7
Raelipskie Partnership
Ontario, Canada
$3.26K

BEEZ Hedge Fund Activity: Q3 2024 in Review

7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Honeytree US Equity ETF (BEEZ) for Q3 2024, worth a combined $3.23M — up 72% from $1.87M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BEEZ positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Journey Strategic Wealth, adding an estimated $489K.

  • 7 institutional investors held Honeytree US Equity ETF (BEEZ) as of Q3 2024, up from 5 in Q2 2024.
  • Funds reported $3.23M of Honeytree US Equity ETF stock for Q3 2024, up 72% quarter-over-quarter.
  • 2 funds opened new Honeytree US Equity ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest Honeytree US Equity ETF buyer in Q3 2024 was Journey Strategic Wealth, an estimated $489K added.

Based on aggregated 13F filings for Q3 2024.