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Sparkline Intangible Value ETF
ITAN

14 hedge funds and large institutions have $42.3M invested in Sparkline Intangible Value ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

56% more funds holding

Funds holding: 9 → 14 (+5)

47% more capital invested

Capital invested by funds: $28.7M → $42.3M (+$13.6M)

9.7% more ownership

Funds ownership: 68.88% → 78.58% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PJWM
Philip James Wealth Mangement
Georgia
+$8.81M
2
RWP
Revolve Wealth Partners
New Jersey
+$794K
3
WE
Wealth Effects
Massachusetts
+$652K
4
SWA
Sax Wealth Advisors
New Jersey
+$270K
5
BCG
Bravias Capital Group
New Jersey
+$209K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$1.71K
2
Morgan Stanley
Morgan Stanley
New York
-$33
Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$27.8M +$794K +23,746 +3%
PJWM
2
Philip James Wealth Mangement
Georgia
$9.15M +$8.81M +263,612 New
PCP
3
Proficio Capital Partners
Massachusetts
$1.5M – – –
NA
4
NewEdge Advisors
Louisiana
$1.33M -$1.71K -51 -0.1%
WE
5
Wealth Effects
Massachusetts
$677K +$652K +19,506 New
SWMG
6
Signature Wealth Management Group
Georgia
$364K +$37.2K +1,114 +12%
WF
7
Womack Financial
Texas
$364K +$24.4K +731 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$333K +$192K +5,758 +150%
SWA
9
Sax Wealth Advisors
New Jersey
$280K +$270K +8,064 New
CA
10
Clune & Associates
Illinois
$245K +$936 +28 +0.4%
BCG
11
Bravias Capital Group
New Jersey
$217K +$209K +6,264 New
IWM
12
Inlight Wealth Management
Georgia
$26.9K – – –
NWMP
13
Noble Wealth Management PBC
Colorado
$22.6K +$21.7K +650 New
Morgan Stanley
14
Morgan Stanley
New York
$60 -$33 -1 -50%

ITAN Hedge Fund Activity: Q3 2025 in Review

14 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sparkline Intangible Value ETF (ITAN) for Q3 2025, worth a combined $42.3M — up 47% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ITAN positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Philip James Wealth Mangement, opening a new position worth an estimated $8.81M. The largest seller was NewEdge Advisors, cutting an estimated $1.71K.

  • 14 institutional investors held Sparkline Intangible Value ETF (ITAN) as of Q3 2025, up from 9 in Q2 2025.
  • Funds reported $42.3M of Sparkline Intangible Value ETF stock for Q3 2025, up 47% quarter-over-quarter.
  • 5 funds opened new Sparkline Intangible Value ETF positions in Q3 2025 and 0 closed out, a net change of +5 holders.
  • The largest Sparkline Intangible Value ETF buyer in Q3 2025 was Philip James Wealth Mangement, an estimated $8.81M added.
  • The largest Sparkline Intangible Value ETF seller in Q3 2025 was NewEdge Advisors, an estimated $1.71K sold.

Based on aggregated 13F filings for Q3 2025.