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GraniteShares HIPS US High Income ETF

19 hedge funds and large institutions have $8.46M invested in GraniteShares HIPS US High Income ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

12% more funds holding

Funds holding: 1719 (+2)

7% more capital invested

Capital invested by funds: $7.93M → $8.46M (+$527K)

0.44% more ownership

Funds ownership: 14.32%14.76% (+0.44%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.17M -$5.47K -452 -0.3%
CWM
2
Cornerstone Wealth Management
Missouri
$1.53M +$1.88K +155 +0.1%
Osaic Holdings
3
Osaic Holdings
Arizona
$841K +$374K +30,919 +80%
Truist Financial
4
Truist Financial
North Carolina
$823K -$57.4K -4,750 -7%
APW
5
Aurora Private Wealth
New Jersey
$540K +$1.98K +164 +0.4%
BPA
6
Beacon Pointe Advisors
California
$483K
SI
7
SimpliFi Inc
California
$397K +$10.4K +859 +3%
KA
8
Kovack Advisors
Florida
$353K +$24.4K +2,019 +7%
GC
9
Grimes & Company
Massachusetts
$320K +$321K +26,514 New
GWSG
10
GPS Wealth Strategies Group
Colorado
$231K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$215K -$36 -3 -0%
MC
12
Moors & Cabot
Massachusetts
$163K +$163K +13,500 New
FWA
13
Freedom Wealth Alliance
Wisconsin
$123K
CAG
14
Csenge Advisory Group
Florida
$122K -$79.6K -6,579 -39%
IA
15
Insight Advisors
Pennsylvania
$121K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$15.9K +$16K +1,322 New
UBS Group
17
UBS Group
Switzerland
$9.82K -$3.75K -310 -28%
Wells Fargo
18
Wells Fargo
California
$20 +$12 +1 +100%
Morgan Stanley
19
Morgan Stanley
New York
$12 +$12 +1 New
RF
20
RHS Financial
California
-$272K -23,109 Closed
Goldman Sachs
21
Goldman Sachs
New York
-$144K -12,185 Closed

HIPS Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in GraniteShares HIPS US High Income ETF (HIPS) for Q3 2023, worth a combined $8.46M — up 6.6% from $7.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HIPS positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $374K. The largest seller was RHS Financial, exiting entirely with an estimated $272K sold.

  • 19 institutional investors held GraniteShares HIPS US High Income ETF (HIPS) as of Q3 2023, up from 17 in Q2 2023.
  • Funds reported $8.46M of GraniteShares HIPS US High Income ETF stock for Q3 2023, up 6.6% quarter-over-quarter.
  • 4 funds opened new GraniteShares HIPS US High Income ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
  • The largest GraniteShares HIPS US High Income ETF buyer in Q3 2023 was Osaic Holdings, an estimated $374K added.
  • The largest GraniteShares HIPS US High Income ETF seller in Q3 2023 was RHS Financial, an estimated $272K sold.

Based on aggregated 13F filings for Q3 2023.