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Bitwise Crypto Industry Innovators ETF

59 hedge funds and large institutions have $19.1M invested in Bitwise Crypto Industry Innovators ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

52% more call options, than puts

Call options by funds: $35K | Put options by funds: $23K

5% more funds holding

Funds holding: 5659 (+3)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

5.06% less ownership

Funds ownership: 25.12%20.06% (-5.1%)

12% less capital invested

Capital invested by funds: $21.7M → $19.1M (-$2.56M)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
16
Closed
5
Calls
$35K
Puts
$23K
Net Calls
+$12K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
MMEA
1
Main Management ETF Advisors
California
$5.17M -$5.02M -601,845 -81%
IFG
2
Independent Financial Group
California
$3.4M +$1.26M +150,575 +42%
CA
3
Cetera Advisors
Colorado
$2.02M +$120K +14,416 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$853K +$1.06M +127,363 New
OCPWS
5
One Charles Private Wealth Services
Massachusetts
$733K +$43.9K +5,269 +5%
Betterment LLC
6
Betterment LLC
New York
$732K -$146K -17,453 -14%
Mariner
7
Mariner
Kansas
$659K -$27.8K -3,336 -3%
CCA
8
Cora Capital Advisors
New Jersey
$651K +$73.9K +8,861 +10%
SFWC
9
Strategic Family Wealth Counselors
New Jersey
$521K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$410K +$269K +32,224 +112%
AR
11
Apeiron RIA
Texas
$371K -$129K -15,521 -22%
WFA
12
Wellspring Financial Advisors
Ohio
$339K
AF
13
Advisornet Financial
Minnesota
$328K -$350K -41,982 -46%
OPWM
14
Oxinas Partners Wealth Management
Indiana
$270K +$156K +18,750 +87%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$269K -$8.41K -1,008 -2%
SIA
16
Soltis Investment Advisors
Utah
$248K -$9.36K -1,122 -3%
FA
17
Fagan Associates
New York
$211K -$2.62K -314 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$178K -$2.77K -332 -1%
BOPW
19
Brandywine Oak Private Wealth
Pennsylvania
$167K
Stifel Financial
20
Stifel Financial
Missouri
$149K -$1.02M -122,459 -85%
LPL Financial
21
LPL Financial
California
$142K -$2.06K -247 -1%
CAN
22
Cetera Advisor Networks
California
$132K -$83.7K -10,040 -34%
BWA
23
Bordeaux Wealth Advisors
California
$119K
CA
24
Claro Advisors
Massachusetts
$110K -$400 -48 -0.3%
Jane Street
25
Jane Street
New York
$100K +$125K +14,971 New

BITQ Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bitwise Crypto Industry Innovators ETF (BITQ) for Q3 2023, worth a combined $19.1M — down 12% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BITQ positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $1.26M. The largest seller was Main Management ETF Advisors, cutting an estimated $5.02M.

  • 59 institutional investors held Bitwise Crypto Industry Innovators ETF (BITQ) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $19.1M of Bitwise Crypto Industry Innovators ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 10 funds opened new Bitwise Crypto Industry Innovators ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest Bitwise Crypto Industry Innovators ETF buyer in Q3 2023 was Independent Financial Group, an estimated $1.26M added.
  • The largest Bitwise Crypto Industry Innovators ETF seller in Q3 2023 was Main Management ETF Advisors, an estimated $5.02M sold.

Based on aggregated 13F filings for Q3 2023.