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Hull Tactical US ETF

22 hedge funds and large institutions have $37.3M invested in Hull Tactical US ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

22% more funds holding

Funds holding: 1822 (+4)

20% more capital invested

Capital invested by funds: $31M → $37.3M (+$6.32M)

1.01% more ownership

Funds ownership: 47.62%48.63% (+1%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.2M +$6.4M +152,002 +43%
EH
2
Equitable Holdings
New York
$2.74M +$140K +3,336 +6%
NIA
3
NIA Impact Advisors
California
$1.92M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.82M -$2.59M -61,415 -60%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.39M +$86K +2,044 +7%
PS
6
Principal Securities
Iowa
$1.08M +$233K +5,531 +29%
Osaic Holdings
7
Osaic Holdings
Arizona
$815K +$224K +5,321 +40%
CWM
8
Centric Wealth Management
Illinois
$750K +$350K +8,320 +101%
BAM
9
Belpointe Asset Management
Nevada
$748K +$716K +17,009 New
WWM
10
Western Wealth Management
Colorado
$700K +$9.13K +217 +1%
SWM
11
SeaCrest Wealth Management
New York
$439K +$420K +9,976 New
CW
12
CreativeOne Wealth
Kansas
$388K +$372K +8,826 New
CWM
13
Comprehensive Wealth Management
Washington
$360K +$14.9K +354 +5%
AAS
14
Avantax Advisory Services
Texas
$356K +$341K +8,091 New
CG
15
Caprock Group
Idaho
$330K
PAG
16
Private Advisor Group
New Jersey
$321K
PI
17
PFG Investments
New York
$293K -$7.87K -187 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$229K +$219K +5,211 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$221K -$1.89K -45 -0.9%
ATI
20
ARK & TLK Investments
Oklahoma
$206K +$197K +4,679 New
CJ
21
Caitlin John
Michigan
$2.98K
IAIM
22
International Assets Investment Management
Florida
$300 +$555K +13,190 New
NCFG
23
New Century Financial Group
New Jersey
-$2.87M -69,201 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$8K -192 Closed
UBS Group
25
UBS Group
Switzerland
-$290 -7 Closed

HTUS Hedge Fund Activity: Q3 2024 in Review

22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hull Tactical US ETF (HTUS) for Q3 2024, worth a combined $37.3M — up 20% from $31M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HTUS positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.4M. The largest seller was New Century Financial Group, exiting entirely with an estimated $2.87M sold.

  • 22 institutional investors held Hull Tactical US ETF (HTUS) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $37.3M of Hull Tactical US ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 7 funds opened new Hull Tactical US ETF positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest Hull Tactical US ETF buyer in Q3 2024 was LPL Financial, an estimated $6.4M added.
  • The largest Hull Tactical US ETF seller in Q3 2024 was New Century Financial Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2024.