Beacon Unified Catalyst ETF
4 hedge funds and large institutions have $29.2M invested in Beacon Unified Catalyst ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
2% more capital invested
Capital invested by funds: $28.8M → $29.2M (+$458K)
0.36% less ownership
Funds ownership: 97.2% → 96.84% (-0.36%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$355K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $27.8M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.18M | -$355K | -12,736 | -24% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $254K | +$248K | +8,900 | New |
|
4
UBS Group
Zurich,
Switzerland
| $3.56K | – | – | – |
|
BSR Hedge Fund Activity: Q2 2025 in Review
4 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q2 2025, worth a combined $29.2M — up 1.6% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BSR positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Independent Financial Group, opening a new position worth an estimated $248K. The largest seller was Envestnet Asset Management, cutting an estimated $355K.
- 4 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q2 2025, up from 3 in Q1 2025.
- Funds reported $29.2M of Beacon Unified Catalyst ETF stock for Q2 2025, up 1.6% quarter-over-quarter.
- 1 fund opened new Beacon Unified Catalyst ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest Beacon Unified Catalyst ETF buyer in Q2 2025 was Independent Financial Group, an estimated $248K added.
- The largest Beacon Unified Catalyst ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $355K sold.
Based on aggregated 13F filings for Q2 2025.