Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
11 hedge funds and large institutions have $26.6M invested in Unlimited HFND Multi-Strategy Return Tracker ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.47% less ownership
Funds ownership: 46.06% → 45.59% (-0.47%)
19% less capital invested
Capital invested by funds: $32.7M → $26.6M (-$6.06M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$358K |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
+$225K |
| 3 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$1.12K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$81 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$7.05M |
| 2 |
Jane Street
New York
|
-$282K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$160K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$122K |
| 5 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$78.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1
CMC Financial Group
Atlanta,
Georgia
| $17.7M | -$7.05M | -346,286 | -29% |
|
|
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $2.97M | -$160K | -7,861 | -5% |
|
|
ECA
3
Elevated Capital Advisors
Sandy,
Utah
| $2.92M | +$358K | +17,584 | +14% |
|
|
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $809K | -$78.3K | -3,847 | -9% |
|
|
GS
5
GTS Securities
Miami,
Florida
| $759K | +$750K | +36,815 | New |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $751K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $358K | -$122K | -6,015 | -26% |
|
|
FA
8
Fermata Advisors
Sonoma,
California
| $228K | +$225K | +11,040 | New |
|
|
RWPA
9
Richard W. Paul & Associates
Novi,
Michigan
| $93.1K | -$3.56K | -175 | -4% |
|
|
RDFA
10
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $1.14K | +$1.12K | +55 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $83 | +$81 | +4 | New |
|
|
12
Jane Street
New York
| – | -$282K | -13,818 | Closed |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$978 | -48 | Closed |
|
HFND Hedge Fund Activity: Q2 2023 in Review
11 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) for Q2 2023, worth a combined $26.6M — down 19% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HFND positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Elevated Capital Advisors, adding an estimated $358K. The largest seller was CMC Financial Group, cutting an estimated $7.05M.
- 11 institutional investors held Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $26.6M of Unlimited HFND Multi-Strategy Return Tracker ETF stock for Q2 2023, down 19% quarter-over-quarter.
- 4 funds opened new Unlimited HFND Multi-Strategy Return Tracker ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF buyer in Q2 2023 was Elevated Capital Advisors, an estimated $358K added.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF seller in Q2 2023 was CMC Financial Group, an estimated $7.05M sold.
Based on aggregated 13F filings for Q2 2023.