Tweedy Browne Insider + Value ETF
COPY
29 hedge funds and large institutions have $22.2M invested in Tweedy Browne Insider + Value ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 27 → 29 (+2)
1% less capital invested
Capital invested by funds: $22.5M → $22.2M (-$308K)
2.45% less ownership
Funds ownership: 14.05% → 11.6% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.28M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.23M |
| 3 |
DWM
DKM Wealth Management
Stockton,
California
|
+$450K |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$438K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$708K |
| 4 |
GS
GTS Securities
New York
|
-$181K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$33.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $24.9K | +$1.25K | +100 | +5% |
|
|
FGAM
27
Financial Gravity Asset Management
Lakeway,
Texas
| $12.9K | +$12.5K | +1,000 | New |
|
|
SHIM
28
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $5.5K | – | – | – |
|
|
BWL
29
Bogart Wealth LLC
Mclean,
Virginia
| $326 | +$312 | +25 | New |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $26 | – | – | – |
|
|
31
Jane Street
New York
| – | -$5.38M | -437,353 | Closed |
|
|
GS
32
GTS Securities
New York
| – | -$181K | -14,692 | Closed |
|
|
33
UBS Group
Zurich,
Switzerland
| – | -$33.4K | -2,710 | Closed |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$31K | -2,550 | Closed |
|
COPY Hedge Fund Activity: Q4 2025 in Review
29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tweedy Browne Insider + Value ETF (COPY) for Q4 2025, worth a combined $22.2M — down 1.4% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new COPY positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $2.28M. The largest seller was Jane Street, exiting entirely with an estimated $5.38M sold.
- 29 institutional investors held Tweedy Browne Insider + Value ETF (COPY) as of Q4 2025, up from 27 in Q3 2025.
- Funds reported $22.2M of Tweedy Browne Insider + Value ETF stock for Q4 2025, down 1.4% quarter-over-quarter.
- 6 funds opened new Tweedy Browne Insider + Value ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
- The largest Tweedy Browne Insider + Value ETF buyer in Q4 2025 was D.A. Davidson & Co, an estimated $2.28M added.
- The largest Tweedy Browne Insider + Value ETF seller in Q4 2025 was Jane Street, an estimated $5.38M sold.
Based on aggregated 13F filings for Q4 2025.