Beacon Tactical Risk ETF
BTR
4 hedge funds and large institutions have $34.3M invested in Beacon Tactical Risk ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
26% more capital invested
Capital invested by funds: $27.2M → $34.3M (+$7.14M)
1.51% more ownership
Funds ownership: 96.63% → 98.14% (+1.5%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$6.34M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.05M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$13.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $25.4M | – | – | – |
|
|
RA
2
RFG Advisory
Birmingham,
Alabama
| $6.33M | +$6.34M | +249,794 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $2.02M | +$1.05M | +41,535 | +109% |
|
|
IFG
4
Independent Financial Group
San Diego,
California
| $550K | +$13.6K | +536 | +3% |
|
|
5
Jane Street
New York
| – | -$255K | -10,082 | Closed |
|
BTR Hedge Fund Activity: Q4 2025 in Review
4 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q4 2025, worth a combined $34.3M — up 26% from $27.2M a quarter earlier.
Fund positioning in BTR was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was RFG Advisory, opening a new position worth an estimated $6.34M. The largest seller was Jane Street, exiting entirely with an estimated $255K sold.
- 4 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $34.3M of Beacon Tactical Risk ETF stock for Q4 2025, up 26% quarter-over-quarter.
- 1 fund opened new Beacon Tactical Risk ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest Beacon Tactical Risk ETF buyer in Q4 2025 was RFG Advisory, an estimated $6.34M added.
- The largest Beacon Tactical Risk ETF seller in Q4 2025 was Jane Street, an estimated $255K sold.
Based on aggregated 13F filings for Q4 2025.