North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
QTPI
9 hedge funds and large institutions have $41.3M invested in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
156% more capital invested
Capital invested by funds: $16.1M → $41.3M (+$25.2M)
29% more funds holding
Funds holding: 7 → 9 (+2)
15.47% less ownership
Funds ownership: 90.13% → 74.65% (-15%)
Top Buyers
Top Sellers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAS
1
SMI Advisory Services
Columbus,
Indiana
| $20.9M | +$20.7M | +808,213 | New |
|
|
RCIM
2
Red Cedar Investment Management
Grand Rapids,
Michigan
| $12M | +$3.57M | +139,093 | +43% |
|
|
CA
3
CSM Advisors
Warrendale,
Pennsylvania
| $5.09M | – | – | – |
|
|
MFG
4
Merit Financial Group
Alpharetta,
Georgia
| $1.28M | +$1.28M | +49,994 | New |
|
|
WMA
5
West Michigan Advisors
Holland,
Michigan
| $778K | +$224K | +8,722 | +40% |
|
6
Jane Street
New York
| $578K | +$577K | +22,493 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $392K | +$72K | +2,808 | +23% |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $365K | +$53.1K | +2,070 | +17% |
|
|
AF
9
Allworth Financial
Folsom,
California
| $5.14K | – | – | – |
|
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.52M | -59,241 | Closed |
|
QTPI Hedge Fund Activity: Q4 2025 in Review
9 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) for Q4 2025, worth a combined $41.3M — up 156% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QTPI positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was SMI Advisory Services, opening a new position worth an estimated $20.7M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $1.52M sold.
- 9 institutional investors held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $41.3M of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF stock for Q4 2025, up 156% quarter-over-quarter.
- 3 funds opened new North Square RCIM Tax-Advantaged Preferred and Income Securities ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest North Square RCIM Tax-Advantaged Preferred and Income Securities ETF buyer in Q4 2025 was SMI Advisory Services, an estimated $20.7M added.
- The largest North Square RCIM Tax-Advantaged Preferred and Income Securities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2025.