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Counterpoint Quantitative Equity ETF

10 hedge funds and large institutions have $4.83M invested in Counterpoint Quantitative Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+5
Holders Change %
+100%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
2
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Avantax Advisory Services
Texas
$1.48M +$1.09M +32,577 +277%
SPIA
2
Steward Partners Investment Advisory
New York
$1.12M +$1.64K +49 +0.1%
USCWA
3
U.S. Capital Wealth Advisors
Texas
$781K +$781K +23,321 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$442K +$442K +13,195 New
GS
5
GTS Securities
New York
$305K +$305K +9,101 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$224K +$224K +6,691 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$196K +$196K +5,844 New
Osaic Holdings
8
Osaic Holdings
Arizona
$183K +$183K +5,470 New
SS
9
Sunbelt Securities
Texas
$50.2K +$50.2K +1,500 New
UBS Group
10
UBS Group
Switzerland
$39.9K +$39.9K +1,191 New
JIP
11
Jaffetilchin Investment Partners
Florida
-$643K -18,729 Closed
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
-$3.47K -101 Closed