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Listed Funds Trust Roundhill Magnificent Seven ETF

145 hedge funds and large institutions have $271M invested in Listed Funds Trust Roundhill Magnificent Seven ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

373% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 11

104% more capital invested

Capital invested by funds: $133M → $271M (+$139M)

61% more funds holding

Funds holding: 90145 (+55)

7% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $74M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 15.7%14.29% (-1.4%)

Holders
145
Holders Change
+55
Holders Change %
+61.11%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
52
Reduced
11
Closed
12
Calls
$79.1M
Puts
$74M
Net Calls
+$5.13M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$624K +$47K +916 +9%
ACA
52
Anchor Capital Advisors
Massachusetts
$597K +$563K +10,977 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$584K +$497K +9,687 +934%
TCM
54
Triumph Capital Management
Colorado
$573K -$260K -5,072 -33%
PFA
55
Petra Financial Advisors
Colorado
$556K +$524K +10,211 New
HAS
56
HBW Advisory Services
California
$552K +$102K +1,990 +24%
Goldman Sachs
57
Goldman Sachs
New York
$551K +$520K +10,126 New
RCA
58
Runnymede Capital Advisors
Ohio
$510K +$481K +9,364 New
MWM
59
Mascagni Wealth Management
Mississippi
$503K +$563K +10,972 New
Group One Trading
60
Group One Trading
Illinois
$495K +$467K +9,100 New
MAM
61
Milestone Asset Management
Pennsylvania
$493K +$465K +9,052 New
JWCA
62
J.W. Cole Advisors
Florida
$485K +$228K +4,435 +99%
NA
63
NewEdge Advisors
Louisiana
$484K +$142K +2,764 +45%
IFG
64
Independent Financial Group
California
$478K +$451K +8,791 New
Morgan Stanley
65
Morgan Stanley
New York
$478K +$272K +5,300 +152%
CMI
66
Clare Market Investments
Texas
$476K +$449K +8,750 New
HF
67
HRT Financial
New York
$474K +$447K +8,713 New
KAS
68
Kestra Advisory Services
Texas
$469K +$42.5K +828 +11%
BCM
69
Brookstone Capital Management
Illinois
$467K -$1.18M -23,034 -73%
UW
70
Unique Wealth
Florida
$440K -$430K -8,379 -51%
Cerity Partners
71
Cerity Partners
New York
$433K
William Blair & Company
72
William Blair & Company
Illinois
$427K +$403K +7,852 New
PI
73
PFG Investments
New York
$424K +$400K +7,800 New
KWA
74
Kingswood Wealth Advisors
California
$408K +$385K +7,500 New
LPL Financial
75
LPL Financial
California
$401K +$149K +2,909 +65%