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Discipline Fund ETF

5 hedge funds and large institutions have $29.4M invested in Discipline Fund ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
1
Orcam Financial Group
California
$27.1M -$401K -18,457 -1%
PFA
2
Pathway Financial Advisors
Vermont
$1.77M +$4.18K +192 +0.2%
GS
3
GTS Securities
New York
$317K +$317K +14,586 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$223K +$223K +10,241 New
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.9K
UBS Group
6
UBS Group
Switzerland
-$2.48K -114 Closed