Corbett Road Tactical Opportunity ETF
OPPX
OPPX was delisted on the 27th of December, 2023.
3 hedge funds and large institutions have $47M invested in Corbett Road Tactical Opportunity ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
75% more capital invested
Capital invested by funds: $26.9M → $47M (+$20.1M)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| 1 |
CRCM
Corbett Road Capital Management
Mclean,
Virginia
|
+$20.3M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$4.78M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$119K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
1
Spire Wealth Management
Mclean,
Virginia
| $26.5M | +$4.78M | +188,071 | +22% |
|
|
CRCM
2
Corbett Road Capital Management
Mclean,
Virginia
| $20.3M | +$20.3M | +800,000 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $283K | -$119K | -4,677 | -6% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$41K | -1,437 | Closed |
|
OPPX Hedge Fund Activity: Q1 2022 in Review
3 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Corbett Road Tactical Opportunity ETF (OPPX) for Q1 2022, worth a combined $47M — up 75% from $26.9M a quarter earlier.
Fund positioning in OPPX was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Corbett Road Capital Management, opening a new position worth an estimated $20.3M. The largest seller was Osaic Holdings, cutting an estimated $119K.
- 3 institutional investors held Corbett Road Tactical Opportunity ETF (OPPX) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $47M of Corbett Road Tactical Opportunity ETF stock for Q1 2022, up 75% quarter-over-quarter.
- 1 fund opened new Corbett Road Tactical Opportunity ETF positions in Q1 2022 and 1 closed out, a net change of 0 holders.
- The largest Corbett Road Tactical Opportunity ETF buyer in Q1 2022 was Corbett Road Capital Management, an estimated $20.3M added.
- The largest Corbett Road Tactical Opportunity ETF seller in Q1 2022 was Osaic Holdings, an estimated $119K sold.
Based on aggregated 13F filings for Q1 2022.