Beacon Tactical Risk ETF
2 hedge funds and large institutions have $27.9M invested in Beacon Tactical Risk ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 2 → 2 (0)
0.78% less ownership
Funds ownership: 98.39% → 97.61% (-0.78%)
2% less capital invested
Capital invested by funds: $28.4M → $27.9M (-$468K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.9K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $26.3M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.59M | +$35.9K | +1,327 | +2% |
|
BTR Hedge Fund Activity: Q4 2024 in Review
2 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q4 2024, worth a combined $27.9M — down 1.6% from $28.4M a quarter earlier.
Fund positioning in BTR was balanced in Q4 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 $35.9K.
- 2 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $27.9M of Beacon Tactical Risk ETF stock for Q4 2024, down 1.6% quarter-over-quarter.
- 0 funds opened new Beacon Tactical Risk ETF positions in Q4 2024 and 0 closed out.
- The largest Beacon Tactical Risk ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $35.9K added.
Based on aggregated 13F filings for Q4 2024.