Optimized Equity Income ETF
3 hedge funds and large institutions have $35.4M invested in Optimized Equity Income ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
16% more capital invested
Capital invested by funds: $30.5M → $35.4M (+$4.9M)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.4% less ownership
Funds ownership: 100.94% → 99.54% (-1.4%)
Top Buyers
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$6.42M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Arkadios Wealth Advisors
Atlanta,
Georgia
| $34.9M | +$6.42M | +252,413 | +22% |
|
|
AC
2
Avory & Company
Miami,
Florida
| $479K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $8.53K | -$4.3K | -169 | -33% |
|
OEI Hedge Fund Activity: Q1 2026 in Review
3 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Optimized Equity Income ETF (OEI) for Q1 2026, worth a combined $35.4M — up 16% from $30.5M a quarter earlier.
Fund positioning in OEI was balanced in Q1 2026: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $6.42M. The largest seller was UBS Group, cutting an estimated $4.3K.
- 3 institutional investors held Optimized Equity Income ETF (OEI) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $35.4M of Optimized Equity Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
- 0 funds opened new Optimized Equity Income ETF positions in Q1 2026 and 0 closed out.
- The largest Optimized Equity Income ETF buyer in Q1 2026 was Arkadios Wealth Advisors, an estimated $6.42M added.
- The largest Optimized Equity Income ETF seller in Q1 2026 was UBS Group, an estimated $4.3K sold.
Based on aggregated 13F filings for Q1 2026.