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Sparkline Intangible Value ETF

9 hedge funds and large institutions have $13.3M invested in Sparkline Intangible Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $5.75M → $13.3M (+$7.54M)

80% more funds holding

Funds holding: 59 (+4)

6.6% more ownership

Funds ownership: 68.31%74.91% (+6.6%)

Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$8.49M +$5.6M +256,500 +211%
NA
2
NewEdge Advisors
Louisiana
$3.78M +$687K +31,496 +23%
PCP
3
Proficio Capital Partners
Massachusetts
$637K
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$259K +$251K +11,519 New
TWM
5
Tradition Wealth Management
Minnesota
$79K +$76.5K +3,508 New
UBS Group
6
UBS Group
Switzerland
$38.2K +$35K +1,603 +1,619%
AF
7
Advisornet Financial
Minnesota
$6.22K
RG
8
Retirement Group
California
$3K +$3.1K +142 New
Morgan Stanley
9
Morgan Stanley
New York
$2.34K +$2.27K +104 New

ITAN Hedge Fund Activity: Q1 2023 in Review

9 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Sparkline Intangible Value ETF (ITAN) for Q1 2023, worth a combined $13.3M — up 131% from $5.75M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ITAN positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Revolve Wealth Partners, adding an estimated $5.6M.

  • 9 institutional investors held Sparkline Intangible Value ETF (ITAN) as of Q1 2023, up from 5 in Q4 2022.
  • Funds reported $13.3M of Sparkline Intangible Value ETF stock for Q1 2023, up 131% quarter-over-quarter.
  • 4 funds opened new Sparkline Intangible Value ETF positions in Q1 2023 and 0 closed out, a net change of +4 holders.
  • The largest Sparkline Intangible Value ETF buyer in Q1 2023 was Revolve Wealth Partners, an estimated $5.6M added.

Based on aggregated 13F filings for Q1 2023.