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HEDG

Equable Shares Hedged Equity ETF
HEDG

33 hedge funds and large institutions have $279M invested in Equable Shares Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

81.33% more ownership

Funds ownership: 0% → 81.33% (+81%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$67.8M
2
UBS Group
UBS Group
Switzerland
+$51.8M
3
JSW
Journey Strategic Wealth
New Jersey
+$24.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$68.2M +$67.8M +2,324,312 New
UBS Group
2
UBS Group
Switzerland
$52.1M +$51.8M +1,776,123 New
JSW
3
Journey Strategic Wealth
New Jersey
$24.3M +$24.2M +829,914 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21M +$20.9M +715,738 New
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$17.4M +$17.3M +593,362 New
GSIAS
6
Garden State Investment Advisory Services
New Jersey
$15.9M +$15.8M +540,693 New
EW
7
Enzi Wealth
Texas
$14.8M +$14.7M +502,598 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.61M +$9.55M +327,511 New
PTP
9
Platform Technology Partners
New York
$8.09M +$8.05M +275,925 New
BI
10
Bramshill Investments
Florida
$6.15M +$6.11M +209,523 New
DWM
11
Darwin Wealth Management
Florida
$5.47M +$5.44M +186,499 New
AWM
12
Axxcess Wealth Management
California
$5.32M +$5.29M +181,494 New
Stifel Financial
13
Stifel Financial
Missouri
$4.53M +$4.51M +154,575 New
GIA
14
Gladstone Institutional Advisory
Florida
$3.69M +$3.67M +125,854 New
NA
15
NewEdge Advisors
Louisiana
$3.11M +$3.09M +106,014 New
Raymond James Financial
16
Raymond James Financial
Florida
$2.99M +$2.97M +101,963 New
VT
17
Vise Technologies
New York
$2.75M +$2.74M +93,824 New
CD
18
Chapin Davis
Maryland
$2.37M +$2.36M +80,784 New
MFG
19
Magnus Financial Group
New York
$2.08M +$2.06M +70,741 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.71M +$1.7M +58,416 New
OC
21
Oppenheimer & Co
New York
$1.55M +$1.54M +52,900 New
William Blair & Company
22
William Blair & Company
Illinois
$1.53M +$1.52M +52,182 New
AI
23
Atria Investments
North Carolina
$1.33M +$1.32M +45,424 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$790K +$786K +26,942 New
KFC
25
Klingenstein Fields & Co
New York
$707K +$703K +24,102 New
1
2

HEDG Hedge Fund Activity: Q4 2025 in Review

33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Equable Shares Hedged Equity ETF (HEDG) for Q4 2025, worth a combined $279M.

Buyers outnumbered sellers: 33 funds opened new HEDG positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $67.8M.

  • 33 institutional investors held Equable Shares Hedged Equity ETF (HEDG) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $279M of Equable Shares Hedged Equity ETF stock for Q4 2025.
  • 33 funds opened new Equable Shares Hedged Equity ETF positions in Q4 2025 and 0 closed out, a net change of +33 holders.
  • The largest Equable Shares Hedged Equity ETF buyer in Q4 2025 was HighTower Advisors, an estimated $67.8M added.

Based on aggregated 13F filings for Q4 2025.