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Counterpoint Quantitative Equity ETF

3 hedge funds and large institutions have $835K invested in Counterpoint Quantitative Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.98% more ownership

Funds ownership: 0%5.98% (+6%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1
Independent Financial Group
California
$434K +$421K +16,148 New
GS
2
GTS Securities
New York
$241K +$234K +8,957 New
SPIA
3
Steward Partners Investment Advisory
New York
$161K +$156K +5,997 New

CPAI Hedge Fund Activity: Q4 2023 in Review

3 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Counterpoint Quantitative Equity ETF (CPAI) for Q4 2023, worth a combined $835K.

Buyers outnumbered sellers: 3 funds opened new CPAI positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Independent Financial Group, opening a new position worth an estimated $421K.

  • 3 institutional investors held Counterpoint Quantitative Equity ETF (CPAI) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $835K of Counterpoint Quantitative Equity ETF stock for Q4 2023.
  • 3 funds opened new Counterpoint Quantitative Equity ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
  • The largest Counterpoint Quantitative Equity ETF buyer in Q4 2023 was Independent Financial Group, an estimated $421K added.

Based on aggregated 13F filings for Q4 2023.