Beacon Tactical Risk ETF
BTR
7 hedge funds and large institutions have $34.7M invested in Beacon Tactical Risk ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
1% more capital invested
Capital invested by funds: $34.3M → $34.7M (+$450K)
0.71% more ownership
Funds ownership: 98.14% → 98.86% (+0.71%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.29M |
| 2 |
Jane Street
New York
|
+$209K |
| 3 |
Morgan Stanley
New York
|
+$22.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.7M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$80.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
1
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $25.9M | – | – | – |
|
|
RA
2
RFG Advisory
Birmingham,
Alabama
| $7.72M | +$1.29M | +48,994 | +20% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $482K | -$80.2K | -3,058 | -14% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $387K | -$1.7M | -64,692 | -81% |
|
|
5
Jane Street
New York
| $206K | +$209K | +7,961 | New |
|
|
6
Morgan Stanley
New York
| $21.9K | +$22.3K | +849 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $26 | +$26 | +1 | New |
|
BTR Hedge Fund Activity: Q1 2026 in Review
7 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Beacon Tactical Risk ETF (BTR) for Q1 2026, worth a combined $34.7M — up 1.3% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BTR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was RFG Advisory, adding an estimated $1.29M. The largest seller was Envestnet Asset Management, cutting an estimated $1.7M.
- 7 institutional investors held Beacon Tactical Risk ETF (BTR) as of Q1 2026, up from 4 in Q4 2025.
- Funds reported $34.7M of Beacon Tactical Risk ETF stock for Q1 2026, up 1.3% quarter-over-quarter.
- 3 funds opened new Beacon Tactical Risk ETF positions in Q1 2026 and 0 closed out, a net change of +3 holders.
- The largest Beacon Tactical Risk ETF buyer in Q1 2026 was RFG Advisory, an estimated $1.29M added.
- The largest Beacon Tactical Risk ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2026.