Honeytree US Equity ETF
BEEZ
7 hedge funds and large institutions have $3.17M invested in Honeytree US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1.16% more ownership
Funds ownership: 43.04% → 44.2% (+1.2%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2% less capital invested
Capital invested by funds: $3.23M → $3.17M (-$51.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$490K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$130 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$388K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JSW
1
Journey Strategic Wealth
Summit,
New Jersey
| $1.88M | +$490K | +15,033 | +33% |
|
2
CIBC World Market
Toronto,
Ontario, Canada
| $647K | – | – | – |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $367K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $248K | -$15K | -461 | -5% |
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
|
RP
6
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $3.12K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $125 | +$130 | +4 | New |
|
|
GS
8
GTS Securities
New York
| – | -$388K | -11,907 | Closed |
|
BEEZ Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Honeytree US Equity ETF (BEEZ) for Q4 2024, worth a combined $3.17M — down 1.6% from $3.23M a quarter earlier.
Fund positioning in BEEZ was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Journey Strategic Wealth, adding an estimated $490K. The largest seller was GTS Securities, exiting entirely with an estimated $388K sold.
- 7 institutional investors held Honeytree US Equity ETF (BEEZ) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $3.17M of Honeytree US Equity ETF stock for Q4 2024, down 1.6% quarter-over-quarter.
- 1 fund opened new Honeytree US Equity ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Honeytree US Equity ETF buyer in Q4 2024 was Journey Strategic Wealth, an estimated $490K added.
- The largest Honeytree US Equity ETF seller in Q4 2024 was GTS Securities, an estimated $388K sold.
Based on aggregated 13F filings for Q4 2024.