iMGP RBA Responsible Global Allocation ETF
IRBA
IRBA was delisted on the 12th of April, 2024.
8 hedge funds and large institutions have $6.29M invested in iMGP RBA Responsible Global Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
5% more capital invested
Capital invested by funds: $6.02M → $6.29M (+$274K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$91.9K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$37.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.77K |
| 5 |
JP Morgan Chase
New York
|
+$2.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$276K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.3M | +$37.8K | +4,310 | +0.9% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $870K | -$276K | -31,458 | -24% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $713K | -$14.9K | -1,694 | -2% |
|
|
CA
4
Cetera Advisors
Denver,
Colorado
| $310K | +$91.9K | +10,467 | +43% |
|
|
5
UBS Group
Zurich,
Switzerland
| $50.1K | +$26.6K | +3,025 | +116% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $25K | +$4.77K | +543 | +24% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $22.2K | – | – | – |
|
|
8
JP Morgan Chase
New York
| $3K | +$2.78K | +317 | New |
|
IRBA Hedge Fund Activity: Q4 2022 in Review
8 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iMGP RBA Responsible Global Allocation ETF (IRBA) for Q4 2022, worth a combined $6.29M — up 4.5% from $6.02M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IRBA positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $91.9K. The largest seller was Envestnet Asset Management, cutting an estimated $276K.
- 8 institutional investors held iMGP RBA Responsible Global Allocation ETF (IRBA) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $6.29M of iMGP RBA Responsible Global Allocation ETF stock for Q4 2022, up 4.5% quarter-over-quarter.
- 1 fund opened new iMGP RBA Responsible Global Allocation ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
- The largest iMGP RBA Responsible Global Allocation ETF buyer in Q4 2022 was Cetera Advisors, an estimated $91.9K added.
- The largest iMGP RBA Responsible Global Allocation ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $276K sold.
Based on aggregated 13F filings for Q4 2022.