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IRBA

iMGP RBA Responsible Global Allocation ETF

Delisted

IRBA was delisted on the 12th of April, 2024.

8 hedge funds and large institutions have $7.03M invested in iMGP RBA Responsible Global Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding

Funds holding: 78 (+1)

0% less capital invested

Capital invested by funds: $7.03M → $7.03M (-$2.31K)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.47M -$9.95K -1,084 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$870K +$17.4K +1,896 +2%
BCI
3
Brinker Capital Investments
Pennsylvania
$659K -$46.6K -5,075 -7%
OPS
4
Orion Portfolio Solutions
Nebraska
$659K -$46.6K -5,075 -7%
CA
5
Cetera Advisors
Colorado
$327K -$2.08K -227 -0.6%
AF
6
Advisornet Financial
Minnesota
$23.3K
Osaic Holdings
7
Osaic Holdings
Arizona
$19K
UBS Group
8
UBS Group
Switzerland
$277 +$275 +30 New

IRBA Hedge Fund Activity: Q2 2023 in Review

8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iMGP RBA Responsible Global Allocation ETF (IRBA) for Q2 2023, worth a combined $7.03M — down 0.03% from $7.03M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new IRBA positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.4K. The largest seller was Brinker Capital Investments, cutting an estimated $46.6K.

  • 8 institutional investors held iMGP RBA Responsible Global Allocation ETF (IRBA) as of Q2 2023, up from 7 in Q1 2023.
  • Funds reported $7.03M of iMGP RBA Responsible Global Allocation ETF stock for Q2 2023, down 0.03% quarter-over-quarter.
  • 1 fund opened new iMGP RBA Responsible Global Allocation ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest iMGP RBA Responsible Global Allocation ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $17.4K added.
  • The largest iMGP RBA Responsible Global Allocation ETF seller in Q2 2023 was Brinker Capital Investments, an estimated $46.6K sold.

Based on aggregated 13F filings for Q2 2023.