Beacon Tactical Risk ETF
2 hedge funds and large institutions have $28.4M invested in Beacon Tactical Risk ETF in 2024 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
8% more capital invested
Capital invested by funds: $26.1M → $28.4M (+$2.22M)
0.2% more ownership
Funds ownership: 98.19% → 98.39% (+0.2%)
0% more funds holding
Funds holding: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$55.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $26.8M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.58M | +$55.1K | +2,163 | +4% |
|
BTR Hedge Fund Activity: Q3 2024 in Review
2 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q3 2024, worth a combined $28.4M — up 8.5% from $26.1M a quarter earlier.
Fund positioning in BTR was balanced in Q3 2024: 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 $55.1K.
- 2 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $28.4M of Beacon Tactical Risk ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
- 0 funds opened new Beacon Tactical Risk ETF positions in Q3 2024 and 0 closed out.
- The largest Beacon Tactical Risk ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $55.1K added.
Based on aggregated 13F filings for Q3 2024.