North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
QTPI
7 hedge funds and large institutions have $16.1M invested in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
52% more capital invested
Capital invested by funds: $10.6M → $16.1M (+$5.52M)
40% more funds holding
Funds holding: 5 → 7 (+2)
2.61% more ownership
Funds ownership: 87.51% → 90.13% (+2.6%)
Top Buyers
Top Sellers
| 1 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$45.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCIM
1
Red Cedar Investment Management
Grand Rapids,
Michigan
| $8.37M | +$3.25M | +127,100 | +64% |
|
|
CA
2
CSM Advisors
Warrendale,
Pennsylvania
| $5.07M | -$45.9K | -1,798 | -0.9% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.52M | +$1.23M | +47,989 | +426% |
|
|
WMA
4
West Michigan Advisors
Holland,
Michigan
| $552K | +$550K | +21,543 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $318K | +$98K | +3,837 | +45% |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $311K | +$310K | +12,150 | New |
|
|
AF
7
Allworth Financial
Folsom,
California
| $5.12K | – | – | – |
|
QTPI Hedge Fund Activity: Q3 2025 in Review
7 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) for Q3 2025, worth a combined $16.1M — up 52% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new QTPI positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Red Cedar Investment Management, adding an estimated $3.25M. The largest seller was CSM Advisors, cutting an estimated $45.9K.
- 7 institutional investors held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) as of Q3 2025, up from 5 in Q2 2025.
- Funds reported $16.1M of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF stock for Q3 2025, up 52% quarter-over-quarter.
- 2 funds opened new North Square RCIM Tax-Advantaged Preferred and Income Securities ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest North Square RCIM Tax-Advantaged Preferred and Income Securities ETF buyer in Q3 2025 was Red Cedar Investment Management, an estimated $3.25M added.
- The largest North Square RCIM Tax-Advantaged Preferred and Income Securities ETF seller in Q3 2025 was CSM Advisors, an estimated $45.9K sold.
Based on aggregated 13F filings for Q3 2025.