Beacon Unified Catalyst ETF
4 hedge funds and large institutions have $30.6M invested in Beacon Unified Catalyst ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
5% more capital invested
Capital invested by funds: $29.2M → $30.6M (+$1.35M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.77% less ownership
Funds ownership: 96.84% → 96.07% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $29.1M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.01M | -$223K | -7,641 | -18% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $536K | +$265K | +9,100 | +102% |
|
4
UBS Group
Zurich,
Switzerland
| $3.72K | – | – | – |
|
BSR Hedge Fund Activity: Q3 2025 in Review
4 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q3 2025, worth a combined $30.6M — up 4.6% from $29.2M a quarter earlier.
Fund positioning in BSR was balanced in Q3 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Independent Financial Group, adding an estimated $265K. The largest seller was Envestnet Asset Management, cutting an estimated $223K.
- 4 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $30.6M of Beacon Unified Catalyst ETF stock for Q3 2025, up 4.6% quarter-over-quarter.
- 0 funds opened new Beacon Unified Catalyst ETF positions in Q3 2025 and 0 closed out.
- The largest Beacon Unified Catalyst ETF buyer in Q3 2025 was Independent Financial Group, an estimated $265K added.
- The largest Beacon Unified Catalyst ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $223K sold.
Based on aggregated 13F filings for Q3 2025.