ClearShares Piton Intermediate Fixed Income ETF
PIFI
9 hedge funds and large institutions have $92.3M invested in ClearShares Piton Intermediate Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
39% more call options, than puts
Call options by funds: $61.2M | Put options by funds: $43.9M
5.47% more ownership
Funds ownership: 91.46% → 96.94% (+5.5%)
3% more capital invested
Capital invested by funds: $89.9M → $92.3M (+$2.42M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$973K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$465K |
| 3 |
CW
CIC Wealth
Rockville,
Maryland
|
+$85.8K |
| 4 |
JP Morgan Chase
New York
|
+$6.51K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.24M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$988K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USCWA
1
U.S. Capital Wealth Advisors
Austin,
Texas
| $87.1M | +$973K | +10,756 | +1% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.2M | – | – | – |
|
|
3
Jane Street
New York
| $1.9M | -$1.24M | -13,667 | -40% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $475K | +$465K | +5,142 | New |
|
|
CW
5
CIC Wealth
Rockville,
Maryland
| $392K | +$85.8K | +949 | +29% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $136K | -$988K | -10,928 | -88% |
|
|
7
JP Morgan Chase
New York
| $89.2K | +$6.51K | +72 | +8% |
|
|
8
UBS Group
Zurich,
Switzerland
| $2.13K | +$2.08K | +23 | New |
|
9
Morgan Stanley
New York
| $208 | +$181 | +2 | New |
|
PIFI Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ClearShares Piton Intermediate Fixed Income ETF (PIFI) for Q4 2023, worth a combined $92.3M — up 2.7% from $89.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PIFI positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was U.S. Capital Wealth Advisors, adding an estimated $973K. The largest seller was Jane Street, cutting an estimated $1.24M.
- 9 institutional investors held ClearShares Piton Intermediate Fixed Income ETF (PIFI) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $92.3M of ClearShares Piton Intermediate Fixed Income ETF stock for Q4 2023, up 2.7% quarter-over-quarter.
- 3 funds opened new ClearShares Piton Intermediate Fixed Income ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest ClearShares Piton Intermediate Fixed Income ETF buyer in Q4 2023 was U.S. Capital Wealth Advisors, an estimated $973K added.
- The largest ClearShares Piton Intermediate Fixed Income ETF seller in Q4 2023 was Jane Street, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2023.