Corbett Road Tactical Opportunity ETF
OPPX
OPPX was delisted on the 27th of December, 2023.
4 hedge funds and large institutions have $23.8M invested in Corbett Road Tactical Opportunity ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
21% more capital invested
Capital invested by funds: $19.7M → $23.8M (+$4.06M)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$3.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$155K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$294 |
Top Sellers
| 1 |
CRCM
Corbett Road Capital Management
Mclean,
Virginia
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
1
Spire Wealth Management
Mclean,
Virginia
| $21.1M | +$3.11M | +116,293 | +17% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $2.17M | +$44.1K | +1,652 | +2% |
|
|
3
Citadel Advisors
Miami,
Florida
| $468K | +$155K | +5,788 | +49% |
|
|
4
UBS Group
Zurich,
Switzerland
| $55K | +$294 | +11 | +0.5% |
|
|
CRCM
5
Corbett Road Capital Management
Mclean,
Virginia
| – | -$104K | -4,056 | Closed |
|
OPPX Hedge Fund Activity: Q3 2021 in Review
4 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Corbett Road Tactical Opportunity ETF (OPPX) for Q3 2021, worth a combined $23.8M — up 21% from $19.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of OPPX and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 4 added.
The largest buyer was Spire Wealth Management, adding an estimated $3.11M. The largest seller was Corbett Road Capital Management, exiting entirely with an estimated $104K sold.
- 4 institutional investors held Corbett Road Tactical Opportunity ETF (OPPX) as of Q3 2021, down from 5 in Q2 2021.
- Funds reported $23.8M of Corbett Road Tactical Opportunity ETF stock for Q3 2021, up 21% quarter-over-quarter.
- 0 funds opened new Corbett Road Tactical Opportunity ETF positions in Q3 2021 and 1 closed out, a net change of -1 holder.
- The largest Corbett Road Tactical Opportunity ETF buyer in Q3 2021 was Spire Wealth Management, an estimated $3.11M added.
- The largest Corbett Road Tactical Opportunity ETF seller in Q3 2021 was Corbett Road Capital Management, an estimated $104K sold.
Based on aggregated 13F filings for Q3 2021.