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LOTI

Liberty One Tactical Income ETF
LOTI

3 hedge funds and large institutions have $29.9M invested in Liberty One Tactical Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5,856% more capital invested

Capital invested by funds: $502K → $29.9M (+$29.4M)

200% more funds holding

Funds holding: 1 → 3 (+2)

128.96% more ownership

Funds ownership: 0% → 128.96% (+129%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
+$28.4M
2
GS
GTS Securities
New York
+$1.15M
3
Osaic Holdings
Osaic Holdings
Arizona
+$19.9K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1
Harbour Investments
Wisconsin
$28.3M +$28.4M +1,120,492 New
GS
2
GTS Securities
New York
$1.64M +$1.15M +45,261 +227%
Osaic Holdings
3
Osaic Holdings
Arizona
$19.8K +$19.9K +785 New

LOTI Hedge Fund Activity: Q4 2025 in Review

3 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Liberty One Tactical Income ETF (LOTI) for Q4 2025, worth a combined $29.9M — up 5,856% from $502K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new LOTI positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Harbour Investments, opening a new position worth an estimated $28.4M.

  • 3 institutional investors held Liberty One Tactical Income ETF (LOTI) as of Q4 2025, up from 1 in Q3 2025.
  • Funds reported $29.9M of Liberty One Tactical Income ETF stock for Q4 2025, up 5,856% quarter-over-quarter.
  • 2 funds opened new Liberty One Tactical Income ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
  • The largest Liberty One Tactical Income ETF buyer in Q4 2025 was Harbour Investments, an estimated $28.4M added.

Based on aggregated 13F filings for Q4 2025.