2ndVote Society Defended ETF
EGIS
EGIS was delisted on the 3rd of August, 2023.
13 hedge funds and large institutions have $1.6M invested in 2ndVote Society Defended ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
68% more capital invested
Capital invested by funds: $954K → $1.6M (+$644K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$519K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$160K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$68.4K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$5.75K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$41.8K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.07K |
| 3 |
LWA
Lenox Wealth Advisors
New York
|
-$5.04K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $960K | +$519K | +15,354 | +124% |
|
|
2
Citadel Advisors
Miami,
Florida
| $397K | +$160K | +4,724 | +70% |
|
3
Bank of America
Charlotte,
North Carolina
| $110K | – | – | – |
|
|
4
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $70K | +$68.4K | +2,022 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $21K | -$4.16K | -123 | -17% |
|
|
TFS
6
TrustCore Financial Services
Brentwood,
Tennessee
| $10K | – | – | – |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $7K | +$3.96K | +117 | +73% |
|
|
PFBT
8
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $6K | – | – | – |
|
|
LTI
9
Laffer Tengler Investments
Nashville,
Tennessee
| $5.89K | +$5.75K | +170 | New |
|
|
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$4.8K | +142 | New |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $3K | -$7.07K | -209 | -70% |
|
|
LWA
12
Lenox Wealth Advisors
New York
| $2K | -$5.04K | -149 | -75% |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
14
Koshinski Asset Management
Decatur,
Illinois
| – | -$41.8K | -1,200 | Closed |
|
EGIS Hedge Fund Activity: Q1 2022 in Review
13 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in 2ndVote Society Defended ETF (EGIS) for Q1 2022, worth a combined $1.6M — up 68% from $954K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EGIS positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $519K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $41.8K sold.
- 13 institutional investors held 2ndVote Society Defended ETF (EGIS) as of Q1 2022, up from 12 in Q4 2021.
- Funds reported $1.6M of 2ndVote Society Defended ETF stock for Q1 2022, up 68% quarter-over-quarter.
- 3 funds opened new 2ndVote Society Defended ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest 2ndVote Society Defended ETF buyer in Q1 2022 was Tower Research Capital (TRC), an estimated $519K added.
- The largest 2ndVote Society Defended ETF seller in Q1 2022 was Koshinski Asset Management, an estimated $41.8K sold.
Based on aggregated 13F filings for Q1 2022.