Beacon Unified Catalyst ETF
3 hedge funds and large institutions have $29.8M invested in Beacon Unified Catalyst ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
3% less capital invested
Capital invested by funds: $30.7M → $29.8M (-$948K)
1.5% less ownership
Funds ownership: 98.63% → 97.13% (-1.5%)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $28.2M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.54M | +$23K | +767 | +1% |
|
|
3
UBS Group
Zurich,
Switzerland
| $7.28K | +$6.73K | +225 | +833% |
|
|
4
Jane Street
New York
| – | -$208K | -7,024 | Closed |
|
BSR Hedge Fund Activity: Q4 2024 in Review
3 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q4 2024, worth a combined $29.8M — down 3.1% from $30.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of BSR and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Envestnet Asset Management, adding an estimated $23K. The largest seller was Jane Street, exiting entirely with an estimated $208K sold.
- 3 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q4 2024, down from 4 in Q3 2024.
- Funds reported $29.8M of Beacon Unified Catalyst ETF stock for Q4 2024, down 3.1% quarter-over-quarter.
- 0 funds opened new Beacon Unified Catalyst ETF positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest Beacon Unified Catalyst ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $23K added.
- The largest Beacon Unified Catalyst ETF seller in Q4 2024 was Jane Street, an estimated $208K sold.
Based on aggregated 13F filings for Q4 2024.