ClearShares Piton Intermediate Fixed Income ETF
PIFI
6 hedge funds and large institutions have $89.9M invested in ClearShares Piton Intermediate Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6.29% less ownership
Funds ownership: 97.75% → 91.46% (-6.3%)
8% less capital invested
Capital invested by funds: $98.1M → $89.9M (-$8.23M)
43% less call options, than puts
Call options by funds: $47.8M | Put options by funds: $84.5M
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.16M |
| 2 |
Jane Street
New York
|
+$2.01M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.13M |
| 4 |
JP Morgan Chase
New York
|
+$81.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$11.5M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$129K |
| 3 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$12.9K |
| 4 |
CW
CIC Wealth
Rockville,
Maryland
|
-$9.09K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USCWA
1
U.S. Capital Wealth Advisors
Austin,
Texas
| $83.2M | -$11.5M | -126,175 | -12% |
|
|
2
Jane Street
New York
| $3.06M | +$2.01M | +22,150 | +183% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.12M | +$2.16M | +23,784 | New |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $1.13M | +$1.13M | +12,398 | New |
|
|
CW
5
CIC Wealth
Rockville,
Maryland
| $294K | -$9.09K | -100 | -3% |
|
|
6
JP Morgan Chase
New York
| $79.8K | +$81.2K | +893 | New |
|
|
WP
7
WealthPLAN Partners
Omaha,
Nebraska
| – | -$129K | -1,416 | Closed |
|
|
AWM
8
Activest Wealth Management
Aventure,
Florida
| – | -$12.9K | -650 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$5.84K | -64 | Closed |
|
PIFI Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ClearShares Piton Intermediate Fixed Income ETF (PIFI) for Q3 2023, worth a combined $89.9M — down 8.4% from $98.1M a quarter earlier.
Fund positioning in PIFI was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.16M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $11.5M.
- 6 institutional investors held ClearShares Piton Intermediate Fixed Income ETF (PIFI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $89.9M of ClearShares Piton Intermediate Fixed Income ETF stock for Q3 2023, down 8.4% quarter-over-quarter.
- 3 funds opened new ClearShares Piton Intermediate Fixed Income ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest ClearShares Piton Intermediate Fixed Income ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $2.16M added.
- The largest ClearShares Piton Intermediate Fixed Income ETF seller in Q3 2023 was U.S. Capital Wealth Advisors, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2023.