Beacon Tactical Risk ETF
4 hedge funds and large institutions have $27.2M invested in Beacon Tactical Risk ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
7% more capital invested
Capital invested by funds: $25.3M → $27.2M (+$1.84M)
0.25% more ownership
Funds ownership: 96.38% → 96.63% (+0.25%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$280K |
| 2 |
Jane Street
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $25.4M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $965K | -$223K | -9,081 | -19% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $536K | +$280K | +11,397 | +117% |
|
|
4
Jane Street
New York
| $255K | +$248K | +10,082 | New |
|
BTR Hedge Fund Activity: Q3 2025 in Review
4 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q3 2025, worth a combined $27.2M — up 7.3% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BTR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Independent Financial Group, adding an estimated $280K. The largest seller was Envestnet Asset Management, cutting an estimated $223K.
- 4 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q3 2025, up from 3 in Q2 2025.
- Funds reported $27.2M of Beacon Tactical Risk ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
- 1 fund opened new Beacon Tactical Risk ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
- The largest Beacon Tactical Risk ETF buyer in Q3 2025 was Independent Financial Group, an estimated $280K added.
- The largest Beacon Tactical Risk ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $223K sold.
Based on aggregated 13F filings for Q3 2025.