Hull Tactical US ETF
HTUS
8 hedge funds and large institutions have $2.89M invested in Hull Tactical US ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2% less capital invested
Capital invested by funds: $2.93M → $2.89M (-$47.2K)
1.94% less ownership
Funds ownership: 13.19% → 11.24% (-1.9%)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$59.1K |
| 2 |
LPL Financial
San Diego,
California
|
+$46.6K |
| 3 |
CCMI
Creative Capital Management Investments
San Diego,
California
|
+$2.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$54.2K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$11.1K |
| 3 |
BlackRock
New York
|
-$3.17K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$87 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIA
1
NIA Impact Advisors
Berkeley,
California
| $1.32M | – | – | – |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $686K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $488K | +$59.1K | +2,047 | +15% |
|
|
4
LPL Financial
San Diego,
California
| $380K | +$46.6K | +1,615 | +15% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $4.55K | -$87 | -3 | -2% |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.72K | -$54.2K | -1,878 | -94% |
|
|
CCMI
8
Creative Capital Management Investments
San Diego,
California
| $2.26K | +$2.16K | +75 | New |
|
|
MCC
9
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11.1K | -400 | Closed |
|
|
10
BlackRock
New York
| – | -$3.17K | -114 | Closed |
|
HTUS Hedge Fund Activity: Q1 2023 in Review
8 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Hull Tactical US ETF (HTUS) for Q1 2023, worth a combined $2.89M — down 1.6% from $2.93M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HTUS and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Osaic Holdings, adding an estimated $59.1K. The largest seller was UBS Group, cutting an estimated $54.2K.
- 8 institutional investors held Hull Tactical US ETF (HTUS) as of Q1 2023, down from 10 in Q4 2022.
- Funds reported $2.89M of Hull Tactical US ETF stock for Q1 2023, down 1.6% quarter-over-quarter.
- 1 fund opened new Hull Tactical US ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Hull Tactical US ETF buyer in Q1 2023 was Osaic Holdings, an estimated $59.1K added.
- The largest Hull Tactical US ETF seller in Q1 2023 was UBS Group, an estimated $54.2K sold.
Based on aggregated 13F filings for Q1 2023.