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UVA Unconstrained Medium-Term Fixed Income ETF

6 hedge funds and large institutions have $40.2M invested in UVA Unconstrained Medium-Term Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.12% more ownership

Funds ownership: 72.5%88.62% (+16%)

9% more capital invested

Capital invested by funds: $37M → $40.2M (+$3.19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

14% less funds holding

Funds holding: 76 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% 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
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1
Farther Finance Advisors
California
$37.7M +$1.89M +89,300 +6%
Jane Street
2
Jane Street
New York
$1.62M +$628K +29,605 +68%
Citadel Advisors
3
Citadel Advisors
Florida
$626K -$671K -31,667 -53%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$161K -$309K -14,595 -67%
Morgan Stanley
5
Morgan Stanley
New York
$96.8K +$46.4K +2,189 +100%
UBS Group
6
UBS Group
Switzerland
$2.39K -$17.5K -827 -88%
NB
7
Northwest Bancshares
Pennsylvania
-$700K -33,625 Closed

FFIU Hedge Fund Activity: Q4 2023 in Review

6 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) for Q4 2023, worth a combined $40.2M — up 8.6% from $37M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FFIU and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.

The largest buyer was Farther Finance Advisors, adding an estimated $1.89M. The largest seller was Northwest Bancshares, exiting entirely with an estimated $700K sold.

  • 6 institutional investors held UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) as of Q4 2023, down from 7 in Q3 2023.
  • Funds reported $40.2M of UVA Unconstrained Medium-Term Fixed Income ETF stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 0 funds opened new UVA Unconstrained Medium-Term Fixed Income ETF positions in Q4 2023 and 1 closed out, a net change of -1 holder.
  • The largest UVA Unconstrained Medium-Term Fixed Income ETF buyer in Q4 2023 was Farther Finance Advisors, an estimated $1.89M added.
  • The largest UVA Unconstrained Medium-Term Fixed Income ETF seller in Q4 2023 was Northwest Bancshares, an estimated $700K sold.

Based on aggregated 13F filings for Q4 2023.