Sparkline Intangible Value ETF
ITAN
7 hedge funds and large institutions have $25.5M invested in Sparkline Intangible Value ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $24.2M → $25.5M (+$1.31M)
1.28% more ownership
Funds ownership: 68.43% → 69.71% (+1.3%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$172K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$52K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$8.39K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
1
Revolve Wealth Partners
Hackensack,
New Jersey
| $22.1M | +$319K | +10,175 | +1% |
|
|
PCP
2
Proficio Capital Partners
Newton,
Massachusetts
| $1.35M | – | – | – |
|
|
NA
3
NewEdge Advisors
New Orleans,
Louisiana
| $1.19M | -$52K | -1,657 | -4% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $341K | -$172K | -5,475 | -33% |
|
|
CA
5
Clune & Associates
Chicago,
Illinois
| $320K | +$323K | +10,288 | New |
|
|
WF
6
Womack Financial
Dallas,
Texas
| $284K | +$287K | +9,142 | New |
|
7
Morgan Stanley
New York
| $58 | – | – | – |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| – | -$8.39K | -277 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$7.63K | -252 | Closed |
|
ITAN Hedge Fund Activity: Q4 2024 in Review
7 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sparkline Intangible Value ETF (ITAN) for Q4 2024, worth a combined $25.5M — up 5.4% from $24.2M a quarter earlier.
Fund positioning in ITAN was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Revolve Wealth Partners, adding an estimated $319K. The largest seller was Royal Bank of Canada, cutting an estimated $172K.
- 7 institutional investors held Sparkline Intangible Value ETF (ITAN) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $25.5M of Sparkline Intangible Value ETF stock for Q4 2024, up 5.4% quarter-over-quarter.
- 2 funds opened new Sparkline Intangible Value ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Sparkline Intangible Value ETF buyer in Q4 2024 was Revolve Wealth Partners, an estimated $319K added.
- The largest Sparkline Intangible Value ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $172K sold.
Based on aggregated 13F filings for Q4 2024.