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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 $6.61M invested in iMGP RBA Responsible Global Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 88 (0)

6% less capital invested

Capital invested by funds: $7.03M → $6.61M (-$419K)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
8
Holders Change
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
5
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
$4.2M -$73.8K -8,047 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$862K +$32.4K +3,533 +4%
BCI
3
Brinker Capital Investments
Pennsylvania
$588K -$43.1K -4,694 -7%
OPS
4
Orion Portfolio Solutions
Nebraska
$588K -$43.1K -4,694 -7%
CA
5
Cetera Advisors
Colorado
$312K -$404 -44 -0.1%
AF
6
Advisornet Financial
Minnesota
$45.2K +$23.9K +2,600 +103%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.1K
UBS Group
8
UBS Group
Switzerland
$194 -$73 -8 -27%

IRBA Hedge Fund Activity: Q3 2023 in Review

8 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iMGP RBA Responsible Global Allocation ETF (IRBA) for Q3 2023, worth a combined $6.61M — down 6% from $7.03M a quarter earlier.

Fund positioning in IRBA was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $32.4K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $73.8K.

  • 8 institutional investors held iMGP RBA Responsible Global Allocation ETF (IRBA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $6.61M of iMGP RBA Responsible Global Allocation ETF stock for Q3 2023, down 6% quarter-over-quarter.
  • 0 funds opened new iMGP RBA Responsible Global Allocation ETF positions in Q3 2023 and 0 closed out.
  • The largest iMGP RBA Responsible Global Allocation ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $32.4K added.
  • The largest iMGP RBA Responsible Global Allocation ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $73.8K sold.

Based on aggregated 13F filings for Q3 2023.