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HFGM

Unlimited HFGM Global Macro ETF

27 hedge funds and large institutions have $41.5M invested in Unlimited HFGM Global Macro ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

69% more funds holding

Funds holding: 1627 (+11)

13% more capital invested

Capital invested by funds: $36.8M → $41.5M (+$4.68M)

0.99% less ownership

Funds ownership: 64.35%63.36% (-0.99%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$6.82M +$3.76M +118,316 +100%
WC
2
Weil Company
California
$5.78M +$1.64M +51,817 +35%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.71M +$2.05M +64,444 +48%
BIG
4
Brookwood Investment Group
Arizona
$5.1M +$1.52M +48,004 +37%
CL
5
CLG LLC
California
$3.46M -$201K -6,345 -5%
IWP
6
Invenio Wealth Partners
Florida
$2.86M +$71.5K +2,253 +2%
G
7
GenTrust
Florida
$1.41M +$1.55M +48,890 New
OPWM
8
Oregon Pacific Wealth Management
Oregon
$1.24M -$233K -7,331 -15%
IWS
9
Insight Wealth Strategies
California
$1.07M +$511K +16,084 +77%
TA
10
Tactive Advisors
Florida
$942K +$1.04M +32,658 New
BMWS
11
Brady Martz Wealth Solutions
North Dakota
$875K +$963K +30,349 New
FPAS
12
Focus Partners Advisor Solutions
Missouri
$875K +$963K +30,349 New
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$687K +$419K +13,208 +124%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$683K +$283K +8,929 +61%
Truist Financial
15
Truist Financial
North Carolina
$683K +$283K +8,929 +61%
SW
16
SMART Wealth
Nebraska
$672K +$740K +23,310 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$557K +$613K +19,306 New
EMAM
18
Encompass More Asset Management
California
$516K -$50.1K -1,579 -8%
MPW
19
Magnolia Private Wealth
Pennsylvania
$437K +$481K +15,158 New
GS
20
GTS Securities
New York
$315K -$160K -5,050 -32%
AWA
21
Arete Wealth Advisors
Illinois
$268K -$8.6K -271 -3%
AWM
22
Accurate Wealth Management
Florida
$223K +$229K +7,202 New
AFO
23
Arrowroot Family Office
California
$219K +$241K +7,602 New
Bank of America
24
Bank of America
North Carolina
$69.5K +$76.5K +2,409 New
CCMI
25
Creative Capital Management Investments
California
$12.1K +$13.3K +418 New

HFGM Hedge Fund Activity: Q4 2025 in Review

27 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Unlimited HFGM Global Macro ETF (HFGM) for Q4 2025, worth a combined $41.5M — up 13% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HFGM positions and 1 closed out — a net gain of 12 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $3.76M. The largest seller was Jane Street, exiting entirely with an estimated $1.27M sold.

  • 27 institutional investors held Unlimited HFGM Global Macro ETF (HFGM) as of Q4 2025, up from 16 in Q3 2025.
  • Funds reported $41.5M of Unlimited HFGM Global Macro ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 13 funds opened new Unlimited HFGM Global Macro ETF positions in Q4 2025 and 1 closed out, a net change of +12 holders.
  • The largest Unlimited HFGM Global Macro ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $3.76M added.
  • The largest Unlimited HFGM Global Macro ETF seller in Q4 2025 was Jane Street, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2025.