Corbett Road Tactical Opportunity ETF
OPPX
OPPX was delisted on the 27th of December, 2023.
5 hedge funds and large institutions have $19.7M invested in Corbett Road Tactical Opportunity ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
176% more capital invested
Capital invested by funds: $7.15M → $19.7M (+$12.6M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
Top Buyers
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$10.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.68M |
| 3 |
CRCM
Corbett Road Capital Management
Mclean,
Virginia
|
+$103K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$52.6K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$432 |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
1
Spire Wealth Management
Mclean,
Virginia
| $17.2M | +$10.6M | +418,691 | +164% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $2.03M | +$1.68M | +66,144 | +516% |
|
|
3
Citadel Advisors
Miami,
Florida
| $300K | +$432 | +17 | +0.1% |
|
|
CRCM
4
Corbett Road Capital Management
Mclean,
Virginia
| $104K | +$103K | +4,056 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $53K | +$52.6K | +2,070 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$3K | -120 | Closed |
|
OPPX Hedge Fund Activity: Q2 2021 in Review
5 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Corbett Road Tactical Opportunity ETF (OPPX) for Q2 2021, worth a combined $19.7M — up 176% from $7.15M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OPPX positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Spire Wealth Management, adding an estimated $10.6M. The largest seller was Bank of America, exiting entirely with an estimated $3K sold.
- 5 institutional investors held Corbett Road Tactical Opportunity ETF (OPPX) as of Q2 2021, up from 4 in Q1 2021.
- Funds reported $19.7M of Corbett Road Tactical Opportunity ETF stock for Q2 2021, up 176% quarter-over-quarter.
- 2 funds opened new Corbett Road Tactical Opportunity ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest Corbett Road Tactical Opportunity ETF buyer in Q2 2021 was Spire Wealth Management, an estimated $10.6M added.
- The largest Corbett Road Tactical Opportunity ETF seller in Q2 2021 was Bank of America, an estimated $3K sold.
Based on aggregated 13F filings for Q2 2021.