Hull Tactical US ETF
HTUS
11 hedge funds and large institutions have $7.99M invested in Hull Tactical US ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
22.08% less ownership
Funds ownership: 43.77% → 21.69% (-22%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
60% less capital invested
Capital invested by funds: $20M → $7.99M (-$12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$522K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$209K |
| 3 |
GS
GTS Securities
New York
|
+$188K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$14.2M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$312K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$232K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.87K |
| 5 |
EH
Equitable Holdings
New York
|
-$5.95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.7M | -$14.2M | -427,263 | -85% |
|
|
EH
2
Equitable Holdings
New York
| $1.95M | -$5.95K | -179 | -0.3% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.05M | -$312K | -9,389 | -24% |
|
|
GS
4
GTS Securities
New York
| $650K | +$188K | +5,659 | +45% |
|
|
WWM
5
Western Wealth Management
Golden,
Colorado
| $561K | +$522K | +15,690 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $376K | -$9.87K | -297 | -3% |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $328K | +$72.8K | +2,191 | +31% |
|
|
CA
8
Cetera Advisors
Denver,
Colorado
| $225K | +$209K | +6,295 | New |
|
|
PS
9
Principal Securities
Des Moines,
Iowa
| $105K | +$97.6K | +2,935 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $33.9K | +$19.6K | +589 | +164% |
|
|
CJ
11
Caitlin John
Brighton,
Michigan
| $2.32K | +$2.16K | +65 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$232K | -7,365 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | -$4.73K | -150 | Closed |
|
HTUS Hedge Fund Activity: Q4 2023 in Review
11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hull Tactical US ETF (HTUS) for Q4 2023, worth a combined $7.99M — down 60% from $20M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HTUS positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Western Wealth Management, opening a new position worth an estimated $522K. The largest seller was LPL Financial, cutting an estimated $14.2M.
- 11 institutional investors held Hull Tactical US ETF (HTUS) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $7.99M of Hull Tactical US ETF stock for Q4 2023, down 60% quarter-over-quarter.
- 4 funds opened new Hull Tactical US ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Hull Tactical US ETF buyer in Q4 2023 was Western Wealth Management, an estimated $522K added.
- The largest Hull Tactical US ETF seller in Q4 2023 was LPL Financial, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2023.