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GraniteShares HIPS US High Income ETF

21 hedge funds and large institutions have $8.49M invested in GraniteShares HIPS US High Income ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more funds holding

Funds holding: 1921 (+2)

0% more capital invested

Capital invested by funds: $8.46M → $8.49M (+$35K)

0.58% less ownership

Funds ownership: 14.76%14.18% (-0.58%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.28M +$28.7K +2,391 +1%
CWM
2
Cornerstone Wealth Management
Missouri
$1.5M -$84.4K -7,038 -6%
Truist Financial
3
Truist Financial
North Carolina
$784K -$66.5K -5,547 -8%
APW
4
Aurora Private Wealth
New Jersey
$567K +$7.78K +649 +1%
BPA
5
Beacon Pointe Advisors
California
$500K
RF
6
RHS Financial
California
$447K +$429K +35,754 New
Osaic Holdings
7
Osaic Holdings
Arizona
$443K -$411K -34,245 -49%
SI
8
SimpliFi Inc
California
$397K
KA
9
Kovack Advisors
Florida
$366K
GC
10
Grimes & Company
Massachusetts
$340K +$8.6K +717 +3%
ARC
11
Advisor Resource Council
Texas
$228K +$218K +18,210 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$223K
IF
13
Intrua Financial
Texas
$128K +$122K +10,200 New
IA
14
Insight Advisors
Pennsylvania
$125K
TVAMP
15
Tennessee Valley Asset Management Partners
Tennessee
$83.1K +$79.7K +6,646 New
GWSG
16
GPS Wealth Strategies Group
Colorado
$59.4K -$172K -14,386 -75%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14K +$13.7K +1,140 New
UBS Group
18
UBS Group
Switzerland
$7.29K -$2.77K -231 -28%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$6K +$5.99K +500 New
Morgan Stanley
20
Morgan Stanley
New York
$50 +$36 +3 +300%
Wells Fargo
21
Wells Fargo
California
$8 -$12 -1 -50%
MC
22
Moors & Cabot
Massachusetts
-$163K -13,500 Closed
CAG
23
Csenge Advisory Group
Florida
-$122K -10,110 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$15.9K -1,322 Closed

HIPS Hedge Fund Activity: Q4 2023 in Review

21 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in GraniteShares HIPS US High Income ETF (HIPS) for Q4 2023, worth a combined $8.49M — up 0.41% from $8.46M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HIPS positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was RHS Financial, opening a new position worth an estimated $429K. The largest seller was Osaic Holdings, cutting an estimated $411K.

  • 21 institutional investors held GraniteShares HIPS US High Income ETF (HIPS) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $8.49M of GraniteShares HIPS US High Income ETF stock for Q4 2023, up 0.41% quarter-over-quarter.
  • 6 funds opened new GraniteShares HIPS US High Income ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest GraniteShares HIPS US High Income ETF buyer in Q4 2023 was RHS Financial, an estimated $429K added.
  • The largest GraniteShares HIPS US High Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $411K sold.

Based on aggregated 13F filings for Q4 2023.