Honeytree US Equity ETF
BEEZ
5 hedge funds and large institutions have $3.12M invested in Honeytree US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
2% less capital invested
Capital invested by funds: $3.17M → $3.12M (-$49.9K)
3.09% less ownership
Funds ownership: 44.2% → 41.11% (-3.1%)
29% less funds holding
Funds holding: 7 → 5 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$41.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$18.2K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$884 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$125 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JSW
1
Journey Strategic Wealth
Summit,
New Jersey
| $1.87M | +$41.6K | +1,318 | +2% |
|
2
CIBC World Market
Toronto,
Ontario, Canada
| $630K | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $358K | +$884 | +28 | +0.2% |
|
|
4
Citadel Advisors
Miami,
Florida
| $259K | +$18.2K | +575 | +7% |
|
|
RP
5
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $3.04K | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$25K | -800 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$125 | -4 | Closed |
|
BEEZ Hedge Fund Activity: Q1 2025 in Review
5 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Honeytree US Equity ETF (BEEZ) for Q1 2025, worth a combined $3.12M — down 1.6% from $3.17M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BEEZ and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Journey Strategic Wealth, adding an estimated $41.6K. The largest seller was Bank of Montreal, exiting entirely with an estimated $25K sold.
- 5 institutional investors held Honeytree US Equity ETF (BEEZ) as of Q1 2025, down from 7 in Q4 2024.
- Funds reported $3.12M of Honeytree US Equity ETF stock for Q1 2025, down 1.6% quarter-over-quarter.
- 0 funds opened new Honeytree US Equity ETF positions in Q1 2025 and 2 closed out, a net change of -2 holders.
- The largest Honeytree US Equity ETF buyer in Q1 2025 was Journey Strategic Wealth, an estimated $41.6K added.
- The largest Honeytree US Equity ETF seller in Q1 2025 was Bank of Montreal, an estimated $25K sold.
Based on aggregated 13F filings for Q1 2025.