Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
33% more funds holding
Funds holding: 12 → 16 (+4)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $11.2M → $13.2M (+$2.03M)
1.88% more ownership
Funds ownership: 29.34% → 31.22% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFMC
Empire Financial Management Company
New York
|
+$2.9M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$490K |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$282K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$212K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$63.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$792K |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$730K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$416K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$257K |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$208K |
HFND Hedge Fund Activity: Q4 2023 in Review
16 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) for Q4 2023, worth a combined $13.2M — up 18% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HFND positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Empire Financial Management Company, opening a new position worth an estimated $2.9M. The largest seller was Lionsbridge Wealth Management, exiting entirely with an estimated $792K sold.
- 16 institutional investors held Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $13.2M of Unlimited HFND Multi-Strategy Return Tracker ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 7 funds opened new Unlimited HFND Multi-Strategy Return Tracker ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF buyer in Q4 2023 was Empire Financial Management Company, an estimated $2.9M added.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF seller in Q4 2023 was Lionsbridge Wealth Management, an estimated $792K sold.
Based on aggregated 13F filings for Q4 2023.