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Unlimited HFND Multi-Strategy Return Tracker ETF
HFND

Overview Fund Activity

16 hedge funds and large institutions have $13.2M invested in Unlimited HFND Multi-Strategy Return Tracker ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFMC
Empire Financial Management Company
New York
$2.97M
2
GS
GTS Securities
New York
$883K
3
Comerica Bank
Comerica Bank
Texas
$288K
4
Citadel Advisors
Citadel Advisors
Florida
$216K
5
FA
Fermata Advisors
California
$365K

Top Sellers

1
LWM
Lionsbridge Wealth Management
Florida
$0
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$0
3
KAS
Kestra Advisory Services
Texas
$316K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.2M
5
DWM
Darwin Wealth Management
Florida
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFMC
1
Empire Financial Management Company
New York
$2.97M +$2.97M +142,601 New
ECA
2
Elevated Capital Advisors
Utah
$2.83M -$83.6K -4,017 -3%
DWM
3
Darwin Wealth Management
Florida
$2.59M -$213K -10,225 -8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.2M -$262K -12,598 -11%
GS
5
GTS Securities
New York
$883K +$501K +24,068 +131%
FA
6
Fermata Advisors
California
$365K +$64.8K +3,111 +22%
KAS
7
Kestra Advisory Services
Texas
$316K -$425K -20,432 -57%
Comerica Bank
8
Comerica Bank
Texas
$288K +$288K +13,858 New
SFS
9
Sowell Financial Services
Arkansas
$226K +$3.76K +181 +2%
Citadel Advisors
10
Citadel Advisors
Florida
$216K +$216K +10,392 New
HGA
11
Hobbs Group Advisors
South Carolina
$194K +$194K +9,324 New
RWPA
12
Richard W. Paul & Associates
Michigan
$88.3K +$1.46K +70 +2%
UBS Group
13
UBS Group
Switzerland
$18.1K +$16.8K +807 +1,261%
CPA
14
Clear Point Advisors
New York
$5.2K +$5.2K +250 New
ASN
15
Advisory Services Network
Georgia
$520 +$520 +25 New
Morgan Stanley
16
Morgan Stanley
New York
$46 +$46 +2 New
LWM
17
Lionsbridge Wealth Management
Florida
– -$792K -39,113 Closed
WSTAM
18
Wilbanks Smith & Thomas Asset Management
Virginia
– -$730K -36,061 Closed
RDFA
19
Ritter Daniher Financial Advisory
Ohio
– -$1.11K -55 Closed