iMGP RBA Responsible Global Allocation ETF
IRBA
IRBA was delisted on the 12th of April, 2024.
7 hedge funds and large institutions have $6.02M invested in iMGP RBA Responsible Global Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
6% less capital invested
Capital invested by funds: $6.4M → $6.02M (-$380K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$169K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$101K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$23.6K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$207K |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$67K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.99M | +$169K | +18,760 | +4% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.08M | -$207K | -23,047 | -15% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $682K | -$1.48K | -165 | -0.2% |
|
|
CA
4
Cetera Advisors
Denver,
Colorado
| $203K | +$101K | +11,274 | +86% |
|
|
5
UBS Group
Zurich,
Switzerland
| $22K | +$23.6K | +2,619 | New |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $21K | +$22.5K | +2,500 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $19K | – | – | – |
|
|
CAAS
8
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$67K | -7,537 | Closed |
|
IRBA Hedge Fund Activity: Q3 2022 in Review
7 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iMGP RBA Responsible Global Allocation ETF (IRBA) for Q3 2022, worth a combined $6.02M — down 5.9% from $6.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IRBA positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $169K. The largest seller was Envestnet Asset Management, cutting an estimated $207K.
- 7 institutional investors held iMGP RBA Responsible Global Allocation ETF (IRBA) as of Q3 2022, up from 6 in Q2 2022.
- Funds reported $6.02M of iMGP RBA Responsible Global Allocation ETF stock for Q3 2022, down 5.9% quarter-over-quarter.
- 2 funds opened new iMGP RBA Responsible Global Allocation ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest iMGP RBA Responsible Global Allocation ETF buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $169K added.
- The largest iMGP RBA Responsible Global Allocation ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $207K sold.
Based on aggregated 13F filings for Q3 2022.