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Hull Tactical US ETF

26 hedge funds and large institutions have $23.7M invested in Hull Tactical US ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more funds holding

Funds holding: 2226 (+4)

10.77% less ownership

Funds ownership: 48.63%37.86% (-11%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

36% less capital invested

Capital invested by funds: $37.3M → $23.7M (-$13.6M)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5M -$16.8M -373,392 -74%
NWM
2
Napa Wealth Management
California
$2.58M +$3.04M +67,722 New
EH
3
Equitable Holdings
New York
$2.37M -$314 -7 -0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.21M +$741K +16,520 +40%
NIA
5
NIA Impact Advisors
California
$1.66M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.45M +$290K +6,465 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.41M +$836K +18,632 +101%
FTS
8
Fifth Third Securities
Ohio
$981K +$1.16M +25,764 New
PS
9
Principal Securities
Iowa
$831K -$118K -2,627 -11%
SG
10
StoneX Group
New York
$758K +$893K +19,903 New
BAM
11
Belpointe Asset Management
Nevada
$736K -$449 -10 -0.1%
SWM
12
SeaCrest Wealth Management
New York
$610K +$271K +6,036 +61%
CWM
13
Centric Wealth Management
Illinois
$557K -$88.2K -1,965 -12%
WWM
14
Western Wealth Management
Colorado
$517K -$105K -2,337 -15%
CWM
15
Comprehensive Wealth Management
Washington
$359K +$55.5K +1,236 +15%
AAS
16
Avantax Advisory Services
Texas
$333K +$28.9K +644 +8%
CW
17
CreativeOne Wealth
Kansas
$332K -$4.67K -104 -1%
CG
18
Caprock Group
Idaho
$286K
PI
19
PFG Investments
New York
$260K +$8.17K +182 +3%
PAG
20
Private Advisor Group
New Jersey
$257K -$24.9K -555 -8%
GWM
21
Geneos Wealth Management
Colorado
$135K +$160K +3,555 New
Morgan Stanley
22
Morgan Stanley
New York
$84.1K +$99.2K +2,210 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K +$7.81K +174 New
T
24
Transce3nd
Texas
$5.25K +$6.19K +138 New
AFG
25
Albion Financial Group
Utah
$2.78K +$3.28K +73 New

HTUS Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hull Tactical US ETF (HTUS) for Q4 2024, worth a combined $23.7M — down 36% from $37.3M a quarter earlier.

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

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $3.04M. The largest seller was LPL Financial, cutting an estimated $16.8M.

  • 26 institutional investors held Hull Tactical US ETF (HTUS) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $23.7M of Hull Tactical US ETF stock for Q4 2024, down 36% quarter-over-quarter.
  • 8 funds opened new Hull Tactical US ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest Hull Tactical US ETF buyer in Q4 2024 was Napa Wealth Management, an estimated $3.04M added.
  • The largest Hull Tactical US ETF seller in Q4 2024 was LPL Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2024.