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REX FANG & Innovation Equity Premium Income ETF

27 hedge funds and large institutions have $20.7M invested in REX FANG & Innovation Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $10.8M → $20.7M (+$9.85M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more funds holding

Funds holding: 2427 (+3)

1.62% more ownership

Funds ownership: 3.66%5.29% (+1.6%)

88% less call options, than puts

Call options by funds: $185K | Put options by funds: $1.57M

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
7
Closed
6
Calls
$185K
Puts
$1.57M
Net Calls
-$1.39M
Net Calls Change
-$957K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1
Zacks Investment Management
Illinois
$4.69M +$1.46M +28,206 +45%
OMC
2
Old Mission Capital
Illinois
$3.23M +$3.26M +63,028 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.97M +$2.99M +57,956 New
BCM
4
Beck Capital Management
Texas
$2.89M +$2.92M +56,448 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.59M +$1.49M +28,915 +1,396%
Jane Street
6
Jane Street
New York
$1.44M -$970K -18,771 -40%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$838K +$525K +10,163 +164%
AWA
8
Arete Wealth Advisors
Illinois
$602K +$273K +5,291 +81%
FIC
9
Family Investment Center
Missouri
$444K +$68.4K +1,324 +18%
NFSG
10
Newbridge Financial Services Group
Florida
$372K +$375K +7,262 New
HF
11
HRT Financial
New York
$371K -$198K -3,837 -35%
SPIA
12
Steward Partners Investment Advisory
New York
$247K +$46.7K +903 +23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$240K +$242K +4,686 New
FFA
14
Farther Finance Advisors
California
$214K +$104K +2,017 +93%
TAM
15
Tucker Asset Management
Colorado
$205K +$87.2K +1,687 +73%
CA
16
CoreCap Advisors
Michigan
$108K +$108K +2,100 New
IA
17
IFP Advisors
Florida
$74.8K -$66.3K -1,283 -47%
UBS Group
18
UBS Group
Switzerland
$55.3K +$55.7K +1,079 New
PA
19
Parallel Advisors
California
$49.6K -$31.2K -604 -38%
POIA
20
Pin Oak Investment Advisors
Texas
$14K +$3.1K +60 +26%
Morgan Stanley
21
Morgan Stanley
New York
$12.9K -$6.77K -131 -34%
FFO
22
Fortitude Family Office
Arizona
$4.82K +$362 +7 +8%
WWP
23
WR Wealth Planners
Missouri
$2.51K +$2.53K +49 New
Osaic Holdings
24
Osaic Holdings
Arizona
$819 -$111K -2,139 -99%
DFA
25
DHJJ Financial Advisors
Illinois
$411 +$413 +8 New

FEPI Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in REX FANG & Innovation Equity Premium Income ETF (FEPI) for Q3 2024, worth a combined $20.7M — up 91% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FEPI positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.26M. The largest seller was Quadrature Capital, exiting entirely with an estimated $1.58M sold.

  • 27 institutional investors held REX FANG & Innovation Equity Premium Income ETF (FEPI) as of Q3 2024, up from 24 in Q2 2024.
  • Funds reported $20.7M of REX FANG & Innovation Equity Premium Income ETF stock for Q3 2024, up 91% quarter-over-quarter.
  • 9 funds opened new REX FANG & Innovation Equity Premium Income ETF positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest REX FANG & Innovation Equity Premium Income ETF buyer in Q3 2024 was Old Mission Capital, an estimated $3.26M added.
  • The largest REX FANG & Innovation Equity Premium Income ETF seller in Q3 2024 was Quadrature Capital, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2024.