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REX FANG & Innovation Equity Premium Income ETF

35 hedge funds and large institutions have $19.7M invested in REX FANG & Innovation Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

30% more funds holding

Funds holding: 2735 (+8)

0.81% less ownership

Funds ownership: 5.29%4.47% (-0.81%)

5% less capital invested

Capital invested by funds: $20.7M → $19.7M (-$1.01M)

90% less call options, than puts

Call options by funds: $129K | Put options by funds: $1.25M

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
8
Closed
5
Calls
$129K
Puts
$1.25M
Net Calls
-$1.12M
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1
Zacks Investment Management
Illinois
$4.6M +$54.3K +1,053 +1%
BCM
2
Beck Capital Management
Texas
$2.68M -$126K -2,440 -4%
WI
3
WBI Investments
New Jersey
$2.66M +$2.76M +53,507 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.5M -$40.4K -784 -3%
OMC
5
Old Mission Capital
Illinois
$1.36M -$1.83M -35,546 -56%
SIS
6
Sound Income Strategies
Florida
$1.23M +$1.28M +24,860 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.2M +$405K +7,854 +48%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.05M -$1.9M -36,856 -64%
AWA
9
Arete Wealth Advisors
Illinois
$662K +$76.1K +1,476 +13%
Jane Street
10
Jane Street
New York
$403K -$1.03M -19,895 -71%
FFA
11
Farther Finance Advisors
California
$296K +$92.3K +1,789 +43%
SPIA
12
Steward Partners Investment Advisory
New York
$296K +$58.6K +1,136 +24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$283K +$52.4K +1,016 +22%
NFSG
14
Newbridge Financial Services Group
Florida
$244K -$121K -2,340 -32%
BCM
15
Brookstone Capital Management
Illinois
$222K +$231K +4,480 New
TAM
16
Tucker Asset Management
Colorado
$218K +$20.2K +392 +10%
CA
17
CoreCap Advisors
Michigan
$209K +$108K +2,100 +100%
UAG
18
United Advisor Group
Ohio
$204K +$212K +4,115 New
IA
19
IFP Advisors
Florida
$156K +$86.4K +1,675 +115%
Belvedere Trading
20
Belvedere Trading
Illinois
$84.8K +$88.1K +1,707 New
AWM
21
AE Wealth Management
Kansas
$26K +$27K +523 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20K +$20.6K +400 New
POIA
23
Pin Oak Investment Advisors
Texas
$15K
Morgan Stanley
24
Morgan Stanley
New York
$12.5K
HBW
25
Hazlett, Burt & Watson
West Virginia
$12K +$12.6K +245 New

FEPI Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in REX FANG & Innovation Equity Premium Income ETF (FEPI) for Q4 2024, worth a combined $19.7M — down 4.9% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEPI positions and 5 closed out — a net gain of 8 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $2.76M. The largest seller was Susquehanna International Group, cutting an estimated $1.9M.

  • 35 institutional investors held REX FANG & Innovation Equity Premium Income ETF (FEPI) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $19.7M of REX FANG & Innovation Equity Premium Income ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 13 funds opened new REX FANG & Innovation Equity Premium Income ETF positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest REX FANG & Innovation Equity Premium Income ETF buyer in Q4 2024 was WBI Investments, an estimated $2.76M added.
  • The largest REX FANG & Innovation Equity Premium Income ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.