Beacon Unified Catalyst ETF
7 hedge funds and large institutions have $37.9M invested in Beacon Unified Catalyst ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
1.27% more ownership
Funds ownership: 97.42% → 98.69% (+1.3%)
2% more capital invested
Capital invested by funds: $37.4M → $37.9M (+$564K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.63M |
| 2 |
Jane Street
New York
|
+$221K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$18K |
| 4 |
Morgan Stanley
New York
|
+$696 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $28.9M | – | – | – |
|
|
RA
2
RFG Advisory
Birmingham,
Alabama
| $7.92M | +$1.63M | +53,921 | +25% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $563K | +$18K | +595 | +3% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $377K | -$1.67M | -55,085 | -81% |
|
|
5
Jane Street
New York
| $216K | +$221K | +7,310 | New |
|
6
UBS Group
Zurich,
Switzerland
| $3.7K | – | – | – |
|
|
7
Morgan Stanley
New York
| $680 | +$696 | +23 | New |
|
BSR Hedge Fund Activity: Q1 2026 in Review
7 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Beacon Unified Catalyst ETF (BSR) for Q1 2026, worth a combined $37.9M — up 1.5% from $37.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BSR positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was RFG Advisory, adding an estimated $1.63M. The largest seller was Envestnet Asset Management, cutting an estimated $1.67M.
- 7 institutional investors held Beacon Unified Catalyst ETF (BSR) as of Q1 2026, up from 5 in Q4 2025.
- Funds reported $37.9M of Beacon Unified Catalyst ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
- 2 funds opened new Beacon Unified Catalyst ETF positions in Q1 2026 and 0 closed out, a net change of +2 holders.
- The largest Beacon Unified Catalyst ETF buyer in Q1 2026 was RFG Advisory, an estimated $1.63M added.
- The largest Beacon Unified Catalyst ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $1.67M sold.
Based on aggregated 13F filings for Q1 2026.