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Beacon Unified Catalyst ETF

2 hedge funds and large institutions have $28.2M invested in Beacon Unified Catalyst ETF in 2024 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $26.5M → $28.2M (+$1.74M)

0.4% more ownership

Funds ownership: 97.27%97.67% (+0.4%)

0% more funds holding

Funds holding: 22 (0)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$110K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$26.9M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37M +$110K +4,169 +9%

BSR Hedge Fund Activity: Q1 2024 in Review

2 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q1 2024, worth a combined $28.2M — up 6.6% from $26.5M a quarter earlier.

Fund positioning in BSR was balanced in Q1 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $110K.

  • 2 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $28.2M of Beacon Unified Catalyst ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 0 funds opened new Beacon Unified Catalyst ETF positions in Q1 2024 and 0 closed out.
  • The largest Beacon Unified Catalyst ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $110K added.

Based on aggregated 13F filings for Q1 2024.