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Counterpoint Quantitative Equity ETF
CPAI

Overview Fund Activity

5 hedge funds and large institutions have $39.4M invested in Counterpoint Quantitative Equity ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CMF
Counterpoint Mutual Funds
California
$37.2M
2
JIP
Jaffetilchin Investment Partners
Florida
$643K
3
AAS
Avantax Advisory Services
Texas
$404K
4
SPIA
Steward Partners Investment Advisory
New York
$1.15M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.47K

Top Sellers

1
GS
GTS Securities
New York
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CMF
1
Counterpoint Mutual Funds
California
$37.2M +$12.4M +360,270 +50%
SPIA
2
Steward Partners Investment Advisory
New York
$1.15M +$53.8K +1,566 +5%
JIP
3
Jaffetilchin Investment Partners
Florida
$643K +$643K +18,729 New
AAS
4
Avantax Advisory Services
Texas
$404K +$108K +3,157 +37%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.47K +$3.47K +101 New
GS
6
GTS Securities
New York
– -$365K -10,891 Closed
Osaic Holdings
7
Osaic Holdings
Arizona
– -$1.68K -50 Closed