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OPTZ

Optimize Strategy Index ETF
OPTZ

1 hedge funds and large institutions have $3.16K invested in Optimize Strategy Index ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% less ownership

Funds ownership: 0.34% → 0% (-0.34%)

67% less funds holding

Funds holding: 3 → 1 (-2)

99% less capital invested

Capital invested by funds: $526K → $3.16K (-$523K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-2
Holders Change %
-66.67%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$294K
2
Citadel Advisors
Citadel Advisors
Florida
-$229K
3
UBS Group
UBS Group
Switzerland
-$299
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.16K -$299 -10 -9%
Wolverine Trading
2
Wolverine Trading
Illinois
– -$294K -10,278 Closed
Citadel Advisors
3
Citadel Advisors
Florida
– -$229K -8,002 Closed

OPTZ Hedge Fund Activity: Q4 2024 in Review

1 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Optimize Strategy Index ETF (OPTZ) for Q4 2024, worth a combined $3.16K — down 99% from $526K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OPTZ and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Wolverine Trading, exiting entirely with an estimated $294K sold.

  • 1 institutional investor held Optimize Strategy Index ETF (OPTZ) as of Q4 2024, down from 3 in Q3 2024.
  • Funds reported $3.16K of Optimize Strategy Index ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new Optimize Strategy Index ETF positions in Q4 2024 and 2 closed out, a net change of -2 holders.
  • The largest Optimize Strategy Index ETF seller in Q4 2024 was Wolverine Trading, an estimated $294K sold.

Based on aggregated 13F filings for Q4 2024.