Beacon Tactical Risk ETF
2 hedge funds and large institutions have $24.3M invested in Beacon Tactical Risk ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
0.07% more ownership
Funds ownership: 98.21% → 98.28% (+0.07%)
0% more funds holding
Funds holding: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $24.9M → $24.3M (-$584K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $23.2M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.12M | +$16.2K | +704 | +1% |
|
BTR Hedge Fund Activity: Q4 2023 in Review
2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q4 2023, worth a combined $24.3M — down 2.3% from $24.9M a quarter earlier.
Fund positioning in BTR was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $16.2K.
- 2 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $24.3M of Beacon Tactical Risk ETF stock for Q4 2023, down 2.3% quarter-over-quarter.
- 0 funds opened new Beacon Tactical Risk ETF positions in Q4 2023 and 0 closed out.
- The largest Beacon Tactical Risk ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $16.2K added.
Based on aggregated 13F filings for Q4 2023.