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Unlimited HFND Multi-Strategy Return Tracker ETF
HFND

11 hedge funds and large institutions have $7.92M invested in Unlimited HFND Multi-Strategy Return Tracker ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.88% less ownership

Funds ownership: 31.22% → 21.34% (-9.9%)

31% less funds holding

Funds holding: 16 → 11 (-5)

40% less capital invested

Capital invested by funds: $13.2M → $7.92M (-$5.27M)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
11
Holders Change
-5
Holders Change %
-31.25%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFMC
Empire Financial Management Company
New York
+$349K
2
FA
Fermata Advisors
California
+$42.2K
3
SFS
Sowell Financial Services
Arkansas
+$8.61K

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevated Capital Advisors
Utah
-$2.83M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.9M
3
GS
GTS Securities
Florida
-$557K
4
KAS
Kestra Advisory Services
Texas
-$316K
5
DWM
Darwin Wealth Management
Florida
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFMC
1
Empire Financial Management Company
New York
$3.48M +$349K +16,590 +12%
DWM
2
Darwin Wealth Management
Florida
$2.49M -$221K -10,507 -8%
FA
3
Fermata Advisors
California
$427K +$42.2K +2,006 +11%
GS
4
GTS Securities
Florida
$348K -$557K -26,484 -62%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$329K -$1.9M -90,526 -86%
Comerica Bank
6
Comerica Bank
Texas
$296K -$5.96K -283 -2%
SFS
7
Sowell Financial Services
Arkansas
$246K +$8.61K +409 +4%
Citadel Advisors
8
Citadel Advisors
Florida
$227K – – –
RWPA
9
Richard W. Paul & Associates
Michigan
$76.9K -$15.2K -722 -17%
CPA
10
Clear Point Advisors
New York
$5.46K – – –
UBS Group
11
UBS Group
Switzerland
$895 -$17.5K -830 -95%
ECA
12
Elevated Capital Advisors
Utah
– -$2.83M -136,042 Closed
KAS
13
Kestra Advisory Services
Texas
– -$316K -15,180 Closed
ASN
14
Advisory Services Network
Georgia
– -$520 -25 Closed
Morgan Stanley
15
Morgan Stanley
New York
– -$46 -2 Closed

HFND Hedge Fund Activity: Q1 2024 in Review

11 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) for Q1 2024, worth a combined $7.92M — down 40% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HFND and 0 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Empire Financial Management Company, adding an estimated $349K. The largest seller was Elevated Capital Advisors, exiting entirely with an estimated $2.83M sold.

  • 11 institutional investors held Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) as of Q1 2024, down from 16 in Q4 2023.
  • Funds reported $7.92M of Unlimited HFND Multi-Strategy Return Tracker ETF stock for Q1 2024, down 40% quarter-over-quarter.
  • 0 funds opened new Unlimited HFND Multi-Strategy Return Tracker ETF positions in Q1 2024 and 4 closed out, a net change of -4 holders.
  • The largest Unlimited HFND Multi-Strategy Return Tracker ETF buyer in Q1 2024 was Empire Financial Management Company, an estimated $349K added.
  • The largest Unlimited HFND Multi-Strategy Return Tracker ETF seller in Q1 2024 was Elevated Capital Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2024.