North Shore Equity Rotation ETF
KOOL
4 hedge funds and large institutions have $526K invested in North Shore Equity Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
172% more capital invested
Capital invested by funds: $194K → $526K (+$332K)
100% more funds holding
Funds holding: 2 → 4 (+2)
0.81% more ownership
Funds ownership: 0.44% → 1.25% (+0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$369K |
| 2 |
Morgan Stanley
New York
|
+$116K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$58.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$773 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $350K | +$369K | +33,937 | New |
|
|
2
Morgan Stanley
New York
| $110K | +$116K | +10,649 | New |
|
|
FFA
3
Farther Finance Advisors
San Francisco,
California
| $55.9K | +$58.8K | +5,405 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $9.94K | +$773 | +71 | +8% |
|
|
GS
5
GTS Securities
New York
| – | -$184K | -16,741 | Closed |
|
KOOL Hedge Fund Activity: Q1 2025 in Review
4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in North Shore Equity Rotation ETF (KOOL) for Q1 2025, worth a combined $526K — up 172% from $194K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new KOOL positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $369K. The largest seller was GTS Securities, exiting entirely with an estimated $184K sold.
- 4 institutional investors held North Shore Equity Rotation ETF (KOOL) as of Q1 2025, up from 2 in Q4 2024.
- Funds reported $526K of North Shore Equity Rotation ETF stock for Q1 2025, up 172% quarter-over-quarter.
- 3 funds opened new North Shore Equity Rotation ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest North Shore Equity Rotation ETF buyer in Q1 2025 was Old Mission Capital, an estimated $369K added.
- The largest North Shore Equity Rotation ETF seller in Q1 2025 was GTS Securities, an estimated $184K sold.
Based on aggregated 13F filings for Q1 2025.