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HEDG

Equable Shares Hedged Equity ETF

37 hedge funds and large institutions have $331M invested in Equable Shares Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $279M → $331M (+$51.8M)

12% more funds holding

Funds holding: 3337 (+4)

6.69% more ownership

Funds ownership: 81.33%88.02% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$77.5M +$10.3M +351,043 +15%
UBS Group
2
UBS Group
Switzerland
$45M -$6.58M -223,395 -13%
JSW
3
Journey Strategic Wealth
New Jersey
$26.1M +$2.12M +71,809 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.1M +$4.39M +148,894 +21%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$22.9M +$5.77M +195,747 +33%
EW
6
Enzi Wealth
Texas
$15.8M +$1.21M +41,101 +8%
GSIAS
7
Garden State Investment Advisory Services
New Jersey
$15.5M -$133K -4,496 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.4M +$5.04M +170,960 +52%
MYIA
9
Mount Yale Investment Advisors
Colorado
$13.4M +$13.7M +463,686 New
VAS
10
Vestmark Advisory Solutions
Massachusetts
$13.3M +$13.5M +459,389 New
PTP
11
Platform Technology Partners
New York
$8.1M +$109K +3,692 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$7.02M +$4.13M +140,122 +137%
BI
13
Bramshill Investments
Florida
$6.07M
DWM
14
Darwin Wealth Management
Florida
$4.99M -$418K -14,180 -8%
Stifel Financial
15
Stifel Financial
Missouri
$4.88M +$403K +13,691 +9%
GIA
16
Gladstone Institutional Advisory
Florida
$3.95M +$309K +10,478 +8%
KFC
17
Klingenstein Fields & Co
New York
$3.8M +$3.15M +107,004 +444%
NA
18
NewEdge Advisors
Louisiana
$3.36M +$292K +9,899 +9%
VT
19
Vise Technologies
New York
$2.75M
CD
20
Chapin Davis
Maryland
$2.72M +$385K +13,066 +16%
MMHP
21
Murphy Middleton Hinkle & Parker
Georgia
$2.69M +$2.74M +92,945 New
MFG
22
Magnus Financial Group
New York
$2.04M -$8.58K -291 -0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.75M +$53.4K +1,813 +3%
OC
24
Oppenheimer & Co
New York
$1.74M +$208K +7,068 +13%
William Blair & Company
25
William Blair & Company
Illinois
$1.36M -$154K -5,237 -10%