Liberty One Tactical Income ETF
LOTI
6 hedge funds and large institutions have $39.5M invested in Liberty One Tactical Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
32% more capital invested
Capital invested by funds: $29.9M → $39.5M (+$9.57M)
26.05% less ownership
Funds ownership: 128.96% → 102.91% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$8.12M |
| 2 |
LOIM
Liberty One Investment Management
Libertyville,
Illinois
|
+$2.52M |
| 3 |
Jane Street
New York
|
+$223K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.2K |
| 5 |
AG
AmeriFlex Group
Las Vegas,
Nevada
|
+$6.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
1
Harbour Investments
Madison,
Wisconsin
| $36.7M | +$8.12M | +315,064 | +28% |
|
|
LOIM
2
Liberty One Investment Management
Libertyville,
Illinois
| $2.51M | +$2.52M | +97,922 | New |
|
|
3
Jane Street
New York
| $221K | +$223K | +8,647 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $20.1K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $12.1K | +$12.2K | +473 | New |
|
|
AG
6
AmeriFlex Group
Las Vegas,
Nevada
| $6.45K | +$6.5K | +252 | New |
|
|
GS
7
GTS Securities
New York
| – | -$1.64M | -65,179 | Closed |
|
LOTI Hedge Fund Activity: Q1 2026 in Review
6 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Liberty One Tactical Income ETF (LOTI) for Q1 2026, worth a combined $39.5M — up 32% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LOTI positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Harbour Investments, adding an estimated $8.12M. The largest seller was GTS Securities, exiting entirely with an estimated $1.64M sold.
- 6 institutional investors held Liberty One Tactical Income ETF (LOTI) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $39.5M of Liberty One Tactical Income ETF stock for Q1 2026, up 32% quarter-over-quarter.
- 4 funds opened new Liberty One Tactical Income ETF positions in Q1 2026 and 1 closed out, a net change of +3 holders.
- The largest Liberty One Tactical Income ETF buyer in Q1 2026 was Harbour Investments, an estimated $8.12M added.
- The largest Liberty One Tactical Income ETF seller in Q1 2026 was GTS Securities, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2026.