iMGP RBA Responsible Global Allocation ETF
IRBA
IRBA was delisted on the 12th of April, 2024.
8 hedge funds and large institutions have $6.42M invested in iMGP RBA Responsible Global Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $6.61M → $6.42M (-$187K)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$192K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$480K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$95K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$95K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$80.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.97M | -$480K | -53,303 | -11% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $833K | -$80.6K | -8,964 | -9% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $525K | -$95K | -10,563 | -16% |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $525K | -$95K | -10,563 | -16% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $322K | -$9.36K | -1,040 | -3% |
|
|
6
Citadel Advisors
Miami,
Florida
| $200K | +$192K | +21,311 | New |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $48.1K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $4.9K | +$4.5K | +500 | +2,273% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$18.1K | -2,052 | Closed |
|
IRBA Hedge Fund Activity: Q4 2023 in Review
8 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iMGP RBA Responsible Global Allocation ETF (IRBA) for Q4 2023, worth a combined $6.42M — down 2.8% from $6.61M a quarter earlier.
Fund positioning in IRBA was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $192K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $480K.
- 8 institutional investors held iMGP RBA Responsible Global Allocation ETF (IRBA) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $6.42M of iMGP RBA Responsible Global Allocation ETF stock for Q4 2023, down 2.8% quarter-over-quarter.
- 1 fund opened new iMGP RBA Responsible Global Allocation ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest iMGP RBA Responsible Global Allocation ETF buyer in Q4 2023 was Citadel Advisors, an estimated $192K added.
- The largest iMGP RBA Responsible Global Allocation ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $480K sold.
Based on aggregated 13F filings for Q4 2023.