Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
12 hedge funds and large institutions have $10M invested in Unlimited HFND Multi-Strategy Return Tracker ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
123% more capital invested
Capital invested by funds: $4.49M → $10M (+$5.52M)
33% more funds holding
Funds holding: 9 → 12 (+3)
16.06% more ownership
Funds ownership: 16.33% → 32.38% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$2.86M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.6M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$512K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$342K |
| 5 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$532K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$230K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
1
Napa Wealth Management
Napa,
California
| $2.96M | +$2.86M | +125,282 | New |
|
|
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $2.75M | +$130K | +5,721 | +5% |
|
|
FFA
3
Farther Finance Advisors
San Francisco,
California
| $1.67M | +$1.6M | +70,043 | +8,060% |
|
|
FA
4
Fermata Advisors
Sonoma,
California
| $687K | +$64.2K | +2,815 | +11% |
|
|
GS
5
GTS Securities
Miami,
Florida
| $531K | +$512K | +22,485 | New |
|
|
AWA
6
Arete Wealth Advisors
Chicago,
Illinois
| $354K | +$342K | +14,992 | New |
|
|
OPWM
7
Oregon Pacific Wealth Management
Medford,
Oregon
| $318K | +$307K | +13,457 | New |
|
8
Comerica Bank
Dallas,
Texas
| $283K | +$36K | +1,579 | +15% |
|
|
JSW
9
Journey Strategic Wealth
Summit,
New Jersey
| $223K | -$532K | -23,352 | -71% |
|
|
CAM
10
Clark Asset Management
Stratham,
New Hampshire
| $221K | – | – | – |
|
11
Morgan Stanley
New York
| $7.29K | +$7.04K | +309 | New |
|
12
AssetMark Inc
Concord,
California
| $6.21K | – | – | – |
|
|
AI
13
Atria Investments
Charlotte,
North Carolina
| – | -$230K | -10,356 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$27.1K | -1,222 | Closed |
|
HFND Hedge Fund Activity: Q3 2025 in Review
12 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) for Q3 2025, worth a combined $10M — up 123% from $4.49M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HFND positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $2.86M. The largest seller was Journey Strategic Wealth, cutting an estimated $532K.
- 12 institutional investors held Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) as of Q3 2025, up from 9 in Q2 2025.
- Funds reported $10M of Unlimited HFND Multi-Strategy Return Tracker ETF stock for Q3 2025, up 123% quarter-over-quarter.
- 5 funds opened new Unlimited HFND Multi-Strategy Return Tracker ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF buyer in Q3 2025 was Napa Wealth Management, an estimated $2.86M added.
- The largest Unlimited HFND Multi-Strategy Return Tracker ETF seller in Q3 2025 was Journey Strategic Wealth, an estimated $532K sold.
Based on aggregated 13F filings for Q3 2025.