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CION Investment
CION

Overview Fund Activity

159 hedge funds and large institutions have $131M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+31
Holders Change %
+24.22%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
87
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.4M
2
BI
2
Bulldog Investors
New Jersey
$8.29M
3
LPL Financial
3
LPL Financial
California
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.58M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.63M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$55K
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
KM
4
Kalos Management
Georgia
$0
5
EGM
5
Engineers Gate Manager
New York
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$446K +$324K +38,063 +264%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$442K +$159K +18,689 +56%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$441K +$206K +24,239 +88%
CBFP
54
Cedar Brook Financial Partners
Ohio
$436K +$114K +13,411 +35%
EWM
55
Endowment Wealth Management
Wisconsin
$428K +$153K +18,003 +56%
EGM
56
Engineers Gate Manager
New York
$420K -$434K -50,979 -51%
APA
57
American Portfolios Advisors
New York
$395K +$147K +17,241 +59%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$395K +$98.8K +11,609 +33%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$391K +$147K +17,327 +60%
IWM
60
IHT Wealth Management
Illinois
$382K +$106K +12,529 +39%
JF
61
Jump Financial
Illinois
$366K +$366K +43,100 New
CP
62
CenterBook Partners
Connecticut
$347K +$347K +40,871 New
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K +$177K +20,389 +106%
CWM
64
Collaborative Wealth Management
Florida
$339K +$97.6K +11,472 +40%
HI
65
Harbour Investments
Wisconsin
$329K – – –
RCG
66
Regatta Capital Group
California
$324K +$102K +11,760 +46%
EE
67
EWG Elevate
California
$310K +$103K +12,140 +50%
TCM
68
Triumph Capital Management
Colorado
$306K +$183K +21,501 +148%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$277K +$63K +7,422 +29%
SB
70
Strategic Blueprint
Georgia
$276K +$167K +19,647 +153%
Creative Planning
71
Creative Planning
Kansas
$231K +$69.5K +8,170 +43%
CWM
72
Capital Wealth Management
Rhode Island
$225K +$78.7K +9,257 +54%
GCP
73
GSA Capital Partners
United Kingdom
$223K +$223K +26,193 New
KIG
74
Kowal Investment Group
Wisconsin
$223K +$223K +26,272 New
RA
75
RFG Advisory
Alabama
$217K -$53.2K -5,609 -20%
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