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Beacon Tactical Risk ETF

2 hedge funds and large institutions have $24.9M invested in Beacon Tactical Risk ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

48% more capital invested

Capital invested by funds: $16.8M → $24.9M (+$8.05M)

9.36% less ownership

Funds ownership: 107.57%98.21% (-9.4%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$23.7M +$8.03M +325,537 +48%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.13M +$1.17M +47,623 New

BTR Hedge Fund Activity: Q3 2023 in Review

2 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q3 2023, worth a combined $24.9M — up 48% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BTR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $8.03M.

  • 2 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q3 2023, up from 1 in Q2 2023.
  • Funds reported $24.9M of Beacon Tactical Risk ETF stock for Q3 2023, up 48% quarter-over-quarter.
  • 1 fund opened new Beacon Tactical Risk ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Beacon Tactical Risk ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $8.03M added.

Based on aggregated 13F filings for Q3 2023.