Beacon Tactical Risk ETF
3 hedge funds and large institutions have $25.3M invested in Beacon Tactical Risk ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
1% more capital invested
Capital invested by funds: $25M → $25.3M (+$320K)
1.27% less ownership
Funds ownership: 97.65% → 96.38% (-1.3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$330K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $24M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.13M | -$330K | -13,999 | -23% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $234K | +$231K | +9,779 | New |
|
BTR Hedge Fund Activity: Q2 2025 in Review
3 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q2 2025, worth a combined $25.3M — up 1.3% from $25M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BTR positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Independent Financial Group, opening a new position worth an estimated $231K. The largest seller was Envestnet Asset Management, cutting an estimated $330K.
- 3 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q2 2025, up from 2 in Q1 2025.
- Funds reported $25.3M of Beacon Tactical Risk ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
- 1 fund opened new Beacon Tactical Risk ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest Beacon Tactical Risk ETF buyer in Q2 2025 was Independent Financial Group, an estimated $231K added.
- The largest Beacon Tactical Risk ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $330K sold.
Based on aggregated 13F filings for Q2 2025.