Beacon Unified Catalyst ETF
2 hedge funds and large institutions have $26.5M invested in Beacon Unified Catalyst ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
3% more capital invested
Capital invested by funds: $25.7M → $26.5M (+$817K)
0% more funds holding
Funds holding: 2 → 2 (0)
0% less ownership
Funds ownership: 97.27% → 97.27% (-0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$428 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $25.3M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.18M | -$428 | -17 | -0% |
|
BSR Hedge Fund Activity: Q4 2023 in Review
2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q4 2023, worth a combined $26.5M — up 3.2% from $25.7M a quarter earlier.
Fund positioning in BSR was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was Envestnet Asset Management, cutting an estimated $428.
- 2 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $26.5M of Beacon Unified Catalyst ETF stock for Q4 2023, up 3.2% quarter-over-quarter.
- 0 funds opened new Beacon Unified Catalyst ETF positions in Q4 2023 and 0 closed out.
- The largest Beacon Unified Catalyst ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $428 sold.
Based on aggregated 13F filings for Q4 2023.