ATAC Credit Rotation ETF
JOJO
9 hedge funds and large institutions have $3.61M invested in ATAC Credit Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
9.13% more ownership
Funds ownership: 65.11% → 74.24% (+9.1%)
6% more capital invested
Capital invested by funds: $3.41M → $3.61M (+$198K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$435K |
| 2 |
Jane Street
New York
|
+$398K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$241K |
| 4 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$202K |
| 5 |
JP Morgan Chase
New York
|
+$84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$528K |
| 2 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$474K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$60 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $724K | -$528K | -36,175 | -41% |
|
|
2
Jane Street
New York
| $694K | +$398K | +27,231 | +120% |
|
|
SEA
3
Stegent Equity Advisors
Houston,
Texas
| $657K | -$474K | -32,478 | -41% |
|
|
4
Morgan Stanley
New York
| $414K | +$435K | +29,801 | New |
|
|
GS
5
GTS Securities
New York
| $363K | +$59K | +4,041 | +18% |
|
|
IPW
6
Impact Partnership Wealth
Marietta,
Georgia
| $229K | +$202K | +13,865 | +522% |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $229K | +$241K | +16,522 | New |
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $217K | +$49.6K | +3,396 | +28% |
|
|
9
JP Morgan Chase
New York
| $79.8K | +$84K | +5,751 | New |
|
|
CP
10
Castleview Partners
Dallas,
Texas
| – | -$60 | -4 | Closed |
|
JOJO Hedge Fund Activity: Q3 2023 in Review
9 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in ATAC Credit Rotation ETF (JOJO) for Q3 2023, worth a combined $3.61M — up 5.8% from $3.41M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JOJO positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $435K. The largest seller was Tidal Investments, cutting an estimated $528K.
- 9 institutional investors held ATAC Credit Rotation ETF (JOJO) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $3.61M of ATAC Credit Rotation ETF stock for Q3 2023, up 5.8% quarter-over-quarter.
- 3 funds opened new ATAC Credit Rotation ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest ATAC Credit Rotation ETF buyer in Q3 2023 was Morgan Stanley, an estimated $435K added.
- The largest ATAC Credit Rotation ETF seller in Q3 2023 was Tidal Investments, an estimated $528K sold.
Based on aggregated 13F filings for Q3 2023.