Bluemonte Dynamic Total Market ETF
BLUX
5 hedge funds and large institutions have $417M invested in Bluemonte Dynamic Total Market ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
2% more capital invested
Capital invested by funds: $409M → $417M (+$8.19M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.09% less ownership
Funds ownership: 100.34% → 100.25% (-0.09%)
17% less funds holding
Funds holding: 6 → 5 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$17.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$207K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$167K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$29 |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$477K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$362K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
1
RFG Advisory
Birmingham,
Alabama
| $415M | +$17.1M | +596,059 | +4% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.08M | +$207K | +7,236 | +23% |
|
|
3
Wells Fargo
San Francisco,
California
| $160K | +$167K | +5,831 | New |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $90.2K | +$29 | +1 | +0% |
|
|
BCMIO
5
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $19 | +$29 | +1 | New |
|
|
GS
6
GTS Securities
New York
| – | -$477K | -16,991 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$362K | -12,905 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$16.4K | -584 | Closed |
|
BLUX Hedge Fund Activity: Q1 2026 in Review
5 of the 8,161 institutional investors tracked by Wall St. Rank reported a position in Bluemonte Dynamic Total Market ETF (BLUX) for Q1 2026, worth a combined $417M — up 2% from $409M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BLUX and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was RFG Advisory, adding an estimated $17.1M. The largest seller was GTS Securities, exiting entirely with an estimated $477K sold.
- 5 institutional investors held Bluemonte Dynamic Total Market ETF (BLUX) as of Q1 2026, down from 6 in Q4 2025.
- Funds reported $417M of Bluemonte Dynamic Total Market ETF stock for Q1 2026, up 2% quarter-over-quarter.
- 2 funds opened new Bluemonte Dynamic Total Market ETF positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest Bluemonte Dynamic Total Market ETF buyer in Q1 2026 was RFG Advisory, an estimated $17.1M added.
- The largest Bluemonte Dynamic Total Market ETF seller in Q1 2026 was GTS Securities, an estimated $477K sold.
Based on aggregated 13F filings for Q1 2026.