Optimized Equity Income ETF
3 hedge funds and large institutions have $30.5M invested in Optimized Equity Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
100.94% more ownership
Funds ownership: 0% → 100.94% (+101%)
Top Buyers
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$29.8M |
| 2 |
AC
Avory & Company
Miami,
Florida
|
+$497K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Arkadios Wealth Advisors
Atlanta,
Georgia
| $30M | +$29.8M | +1,171,023 | New |
|
|
AC
2
Avory & Company
Miami,
Florida
| $500K | +$497K | +19,531 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $13.2K | +$13.2K | +517 | New |
|
OEI Hedge Fund Activity: Q4 2025 in Review
3 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Optimized Equity Income ETF (OEI) for Q4 2025, worth a combined $30.5M.
Buyers outnumbered sellers: 3 funds opened new OEI positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $29.8M.
- 3 institutional investors held Optimized Equity Income ETF (OEI) as of Q4 2025, up from 0 in Q3 2025.
- Funds reported $30.5M of Optimized Equity Income ETF stock for Q4 2025.
- 3 funds opened new Optimized Equity Income ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest Optimized Equity Income ETF buyer in Q4 2025 was Arkadios Wealth Advisors, an estimated $29.8M added.
Based on aggregated 13F filings for Q4 2025.