We are live on ! Find out more
BSR icon

Beacon Unified Catalyst ETF
BSR

3 hedge funds and large institutions have $28.8M invested in Beacon Unified Catalyst ETF in 2025 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 97.13% → 97.2% (+0.07%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

3% less capital invested

Capital invested by funds: $29.8M → $28.8M (-$971K)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.3K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.71K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$27.2M – – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.55M +$24.3K +833 +2%
UBS Group
3
UBS Group
Switzerland
$3.58K -$3.71K -127 -50%

BSR Hedge Fund Activity: Q1 2025 in Review

3 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q1 2025, worth a combined $28.8M — down 3.3% from $29.8M a quarter earlier.

Fund positioning in BSR was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24.3K. The largest seller was UBS Group, cutting an estimated $3.71K.

  • 3 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $28.8M of Beacon Unified Catalyst ETF stock for Q1 2025, down 3.3% quarter-over-quarter.
  • 0 funds opened new Beacon Unified Catalyst ETF positions in Q1 2025 and 0 closed out.
  • The largest Beacon Unified Catalyst ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $24.3K added.
  • The largest Beacon Unified Catalyst ETF seller in Q1 2025 was UBS Group, an estimated $3.71K sold.

Based on aggregated 13F filings for Q1 2025.