Beacon Tactical Risk ETF
2 hedge funds and large institutions have $25M invested in Beacon Tactical Risk ETF in 2025 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
0.04% more ownership
Funds ownership: 97.61% → 97.65% (+0.04%)
0% more funds holding
Funds holding: 2 → 2 (0)
10% less capital invested
Capital invested by funds: $27.9M → $25M (-$2.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $23.4M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.59M | +$13K | +487 | +0.8% |
|
BTR Hedge Fund Activity: Q1 2025 in Review
2 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q1 2025, worth a combined $25M — down 10% from $27.9M a quarter earlier.
Fund positioning in BTR was balanced in Q1 2025: 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 $13K.
- 2 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $25M of Beacon Tactical Risk ETF stock for Q1 2025, down 10% quarter-over-quarter.
- 0 funds opened new Beacon Tactical Risk ETF positions in Q1 2025 and 0 closed out.
- The largest Beacon Tactical Risk ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $13K added.
Based on aggregated 13F filings for Q1 2025.