Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
9 hedge funds and large institutions have $32.7M invested in Unlimited HFND Multi-Strategy Return Tracker ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
125% more funds holding
Funds holding: 4 → 9 (+5)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
21% more capital invested
Capital invested by funds: $27.1M → $32.7M (+$5.58M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.39% less ownership
Funds ownership: 49.45% → 46.06% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$3.12M |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$2.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$482K |
| 4 |
Jane Street
New York
|
+$285K |
| 5 |
RWPA
Richard W. Paul & Associates
Novi,
Michigan
|
+$96.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$72.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1
CMC Financial Group
Atlanta,
Georgia
| $24.6M | -$72.4K | -3,510 | -0.3% |
|
|
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $3.1M | +$3.12M | +151,300 | New |
|
|
ECA
3
Elevated Capital Advisors
Sandy,
Utah
| $2.53M | +$2.56M | +124,154 | New |
|
|
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $878K | +$44.9K | +2,174 | +5% |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $742K | +$39.3K | +1,902 | +6% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $476K | +$482K | +23,379 | New |
|
|
7
Jane Street
New York
| $282K | +$285K | +13,818 | New |
|
|
RWPA
8
Richard W. Paul & Associates
Novi,
Michigan
| $95.5K | +$96.7K | +4,687 | New |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $978 | +$991 | +48 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$15.8K | -775 | Closed |
|
HFND Hedge Fund Activity: Q1 2023 in Review
9 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) for Q1 2023, worth a combined $32.7M — up 21% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HFND positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $3.12M. The largest seller was CMC Financial Group, cutting an estimated $72.4K.
- 9 institutional investors held Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) as of Q1 2023, up from 4 in Q4 2022.
- Funds reported $32.7M of Unlimited HFND Multi-Strategy Return Tracker ETF stock for Q1 2023, up 21% quarter-over-quarter.
- 6 funds opened new Unlimited HFND Multi-Strategy Return Tracker ETF positions in Q1 2023 and 1 closed out, a net change of +5 holders.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF buyer in Q1 2023 was Darwin Wealth Management, an estimated $3.12M added.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF seller in Q1 2023 was CMC Financial Group, an estimated $72.4K sold.
Based on aggregated 13F filings for Q1 2023.