iMGP RBA Responsible Global Allocation ETF
IRBA
IRBA was delisted on the 12th of April, 2024.
7 hedge funds and large institutions have $7.03M invested in iMGP RBA Responsible Global Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $6.29M → $7.03M (+$740K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$694K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.97K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$300 |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$218 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$53.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$50.1K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$36K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.07K |
| 5 |
JP Morgan Chase
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.43M | +$300 | +33 | +0% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $842K | -$53.1K | -5,852 | -6% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $698K | -$36K | -3,961 | -5% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $698K | +$694K | +76,388 | New |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $325K | +$5.97K | +657 | +2% |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $23K | +$218 | +24 | +1% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $18.7K | -$7.07K | -778 | -27% |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$50.1K | -5,644 | Closed |
|
|
9
JP Morgan Chase
New York
| – | -$3K | -317 | Closed |
|
IRBA Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iMGP RBA Responsible Global Allocation ETF (IRBA) for Q1 2023, worth a combined $7.03M — up 12% from $6.29M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IRBA and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $694K. The largest seller was Envestnet Asset Management, cutting an estimated $53.1K.
- 7 institutional investors held iMGP RBA Responsible Global Allocation ETF (IRBA) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $7.03M of iMGP RBA Responsible Global Allocation ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 1 fund opened new iMGP RBA Responsible Global Allocation ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest iMGP RBA Responsible Global Allocation ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $694K added.
- The largest iMGP RBA Responsible Global Allocation ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $53.1K sold.
Based on aggregated 13F filings for Q1 2023.