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Discipline Fund ETF
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Overview Fund Activity

6 hedge funds and large institutions have $40.9M invested in Discipline Fund ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFG
Orcam Financial Group
California
+$1.35M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$626K
3
GS
GTS Securities
New York
+$377K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.4K
5
PFA
Pathway Financial Advisors
Vermont
+$17.4K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$91.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
1
Orcam Financial Group
California
$35.1M +$1.35M +57,370 +4%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.23M +$626K +26,654 +24%
PFA
3
Pathway Financial Advisors
Vermont
$1.99M +$17.4K +739 +0.9%
GS
4
GTS Securities
New York
$377K +$377K +16,037 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$213K +$93.4K +3,976 +78%
Morgan Stanley
6
Morgan Stanley
New York
$31 – – –
UBS Group
7
UBS Group
Switzerland
– -$91.8K -4,096 Closed