North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
QTPI
11 hedge funds and large institutions have $43M invested in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
4% more capital invested
Capital invested by funds: $41.3M → $43M (+$1.72M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16.21% less ownership
Funds ownership: 74.65% → 58.45% (-16%)
Top Buyers
Top Sellers
| 1 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$573K |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$224K |
| 3 |
Jane Street
New York
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAS
1
SMI Advisory Services
Columbus,
Indiana
| $21.8M | +$1.29M | +50,125 | +6% |
|
|
RCIM
2
Red Cedar Investment Management
Grand Rapids,
Michigan
| $11.8M | – | – | – |
|
|
CA
3
CSM Advisors
Warrendale,
Pennsylvania
| $4.46M | -$573K | -22,271 | -11% |
|
|
EWA
4
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.26M | +$1.28M | +49,677 | New |
|
|
MFG
5
Merit Financial Group
Alpharetta,
Georgia
| $1.05M | -$224K | -8,690 | -17% |
|
|
WMA
6
West Michigan Advisors
Holland,
Michigan
| $1.01M | +$244K | +9,482 | +31% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $472K | +$86.3K | +3,354 | +22% |
|
|
8
Jane Street
New York
| $449K | -$124K | -4,801 | -21% |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $407K | +$46.9K | +1,820 | +13% |
|
|
PFGIA
10
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $284K | +$289K | +11,220 | New |
|
|
AF
11
Allworth Financial
Folsom,
California
| $5.07K | – | – | – |
|
QTPI Hedge Fund Activity: Q1 2026 in Review
11 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) for Q1 2026, worth a combined $43M — up 4.2% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new QTPI positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was SMI Advisory Services, adding an estimated $1.29M. The largest seller was CSM Advisors, cutting an estimated $573K.
- 11 institutional investors held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) as of Q1 2026, up from 9 in Q4 2025.
- Funds reported $43M of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF stock for Q1 2026, up 4.2% quarter-over-quarter.
- 2 funds opened new North Square RCIM Tax-Advantaged Preferred and Income Securities ETF positions in Q1 2026 and 0 closed out, a net change of +2 holders.
- The largest North Square RCIM Tax-Advantaged Preferred and Income Securities ETF buyer in Q1 2026 was SMI Advisory Services, an estimated $1.29M added.
- The largest North Square RCIM Tax-Advantaged Preferred and Income Securities ETF seller in Q1 2026 was CSM Advisors, an estimated $573K sold.
Based on aggregated 13F filings for Q1 2026.