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Counterpoint Quantitative Equity ETF

33 hedge funds and large institutions have $169M invested in Counterpoint Quantitative Equity ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 3

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

55% more capital invested

Capital invested by funds: $109M → $169M (+$60.1M)

18% more funds holding

Funds holding: 2833 (+5)

5.5% more ownership

Funds ownership: 76.08%81.58% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
22
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMF
1
Counterpoint Mutual Funds
California
$64.8M +$3.38M +78,500 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$15.8M +$11.4M +263,515 +231%
USCWA
3
U.S. Capital Wealth Advisors
Texas
$15.1M +$6.56M +152,065 +73%
LPL Financial
4
LPL Financial
California
$10.5M +$6.61M +153,327 +155%
NP
5
Nilsine Partners
Colorado
$10.3M +$7.17M +166,311 +301%
IAS
6
Insigneo Advisory Services
Florida
$8.75M +$6.56M +152,077 +265%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.15M +$316K +7,329 +6%
IFG
8
Independent Financial Group
California
$5.03M +$638K +14,802 +14%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.51M +$1.84M +42,559 +65%
IC
10
Inscription Capital
Texas
$4.16M +$2.68M +62,100 +165%
CIA
11
Concurrent Investment Advisors
Florida
$3.9M +$601K +13,945 +18%
SPIA
12
Steward Partners Investment Advisory
New York
$3.86M +$457K +10,605 +13%
EH
13
Equitable Holdings
New York
$1.9M -$90.4K -2,096 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.85M +$1.05M +24,338 +123%
OWA
15
Outlook Wealth Advisors
Texas
$1.82M +$1.01M +23,489 +117%
Mariner
16
Mariner
Kansas
$1.46M +$634K +14,705 +73%
NA
17
NewEdge Advisors
Louisiana
$1.41M +$368K +8,541 +34%
Stifel Financial
18
Stifel Financial
Missouri
$1.29M +$1.34M +30,971 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.1M +25,550 New
SS
20
Sunbelt Securities
Texas
$1.07M +$518K +12,022 +88%
AWM
21
Accurate Wealth Management
Florida
$934K +$589K +13,657 +168%
Jane Street
22
Jane Street
New York
$677K +$698K +16,198 New
KA
23
Kovack Advisors
Florida
$618K +$248K +5,754 +64%
SI
24
Stirlingshire Investments
New York
$488K -$75.5K -1,750 -13%
HH
25
Hilltop Holdings
Texas
$459K +$473K +10,975 New

CPAI Hedge Fund Activity: Q1 2026 in Review

33 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Counterpoint Quantitative Equity ETF (CPAI) for Q1 2026, worth a combined $169M — up 55% from $109M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CPAI positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $11.4M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $286K sold.

  • 33 institutional investors held Counterpoint Quantitative Equity ETF (CPAI) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $169M of Counterpoint Quantitative Equity ETF stock for Q1 2026, up 55% quarter-over-quarter.
  • 8 funds opened new Counterpoint Quantitative Equity ETF positions in Q1 2026 and 3 closed out, a net change of +5 holders.
  • The largest Counterpoint Quantitative Equity ETF buyer in Q1 2026 was Raymond James Financial, an estimated $11.4M added.
  • The largest Counterpoint Quantitative Equity ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $286K sold.

Based on aggregated 13F filings for Q1 2026.