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GraniteShares HIPS US High Income ETF

19 hedge funds and large institutions have $14.7M invested in GraniteShares HIPS US High Income ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $8.49M → $14.7M (+$6.19M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

6.59% more ownership

Funds ownership: 14.18%20.77% (+6.6%)

10% less funds holding

Funds holding: 2119 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
SimpliFi Inc
California
$6.41M +$5.84M +465,939 +1,416%
LPL Financial
2
LPL Financial
California
$2.5M +$147K +11,697 +6%
CWM
3
Cornerstone Wealth Management
Missouri
$1.53M -$10.5K -842 -0.7%
Truist Financial
4
Truist Financial
North Carolina
$808K +$1.25K +100 +0.2%
APW
5
Aurora Private Wealth
New Jersey
$606K +$25.9K +2,068 +5%
BPA
6
Beacon Pointe Advisors
California
$514K
Osaic Holdings
7
Osaic Holdings
Arizona
$514K +$56.6K +4,517 +13%
RF
8
RHS Financial
California
$378K -$80K -6,383 -18%
GC
9
Grimes & Company
Massachusetts
$359K +$8.81K +703 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$222K +$217K +17,302 New
Cerity Partners
11
Cerity Partners
New York
$187K +$182K +14,505 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$178K -$50.3K -4,014 -23%
SWA
13
Stratos Wealth Advisors
Ohio
$150K +$146K +11,661 New
IF
14
Intrua Financial
Texas
$131K
IA
15
Insight Advisors
Pennsylvania
$129K
GWSG
16
GPS Wealth Strategies Group
Colorado
$61.1K
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$10.2K +$10K +800 New
Morgan Stanley
18
Morgan Stanley
New York
$24 -$38 -3 -75%
Wells Fargo
19
Wells Fargo
California
$17
KA
20
Kovack Advisors
Florida
-$366K -29,261 Closed
ARC
21
Advisor Resource Council
Texas
-$228K -18,210 Closed
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
-$83.1K -6,646 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$14K -1,140 Closed
UBS Group
24
UBS Group
Switzerland
-$7.29K -583 Closed
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
-$6K -500 Closed

HIPS Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in GraniteShares HIPS US High Income ETF (HIPS) for Q1 2024, worth a combined $14.7M — up 73% from $8.49M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HIPS and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was SimpliFi Inc, adding an estimated $5.84M. The largest seller was Kovack Advisors, exiting entirely with an estimated $366K sold.

  • 19 institutional investors held GraniteShares HIPS US High Income ETF (HIPS) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $14.7M of GraniteShares HIPS US High Income ETF stock for Q1 2024, up 73% quarter-over-quarter.
  • 4 funds opened new GraniteShares HIPS US High Income ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest GraniteShares HIPS US High Income ETF buyer in Q1 2024 was SimpliFi Inc, an estimated $5.84M added.
  • The largest GraniteShares HIPS US High Income ETF seller in Q1 2024 was Kovack Advisors, an estimated $366K sold.

Based on aggregated 13F filings for Q1 2024.