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QVOY

Q3 All-Season Active Rotation ETF
QVOY

9 hedge funds and large institutions have $54.5M invested in Q3 All-Season Active Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

18% more capital invested

Capital invested by funds: $46.1M → $54.5M (+$8.39M)

13% more funds holding

Funds holding: 8 → 9 (+1)

5.82% more ownership

Funds ownership: 94.22% → 100.04% (+5.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
2
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAS
HBW Advisory Services
California
+$5.73M
2
CF
Centaurus Financial
California
+$3.19M
3
QAM
Q3 Asset Management
Michigan
+$1.01M
4
AI
Atria Investments
North Carolina
+$776K
5
SS
Simplicity Solutions
Minnesota
+$365K

Top Sellers

Rank Fund Capital Flow
1
CI
CPR Investments
Michigan
-$2.15M
2
SAM
Secure Asset Management
Michigan
-$59.3K
3
AWM
Axxcess Wealth Management
California
-$4.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1
HBW Advisory Services
California
$26.8M +$5.73M +226,600 +27%
QAM
2
Q3 Asset Management
Michigan
$16.9M +$1.01M +40,064 +6%
AI
3
Atria Investments
North Carolina
$4.68M +$776K +30,669 +20%
CF
4
Centaurus Financial
California
$3.17M +$3.19M +126,238 New
CI
5
CPR Investments
Michigan
$1.51M -$2.15M -84,845 -59%
SS
6
Simplicity Solutions
Minnesota
$603K +$365K +14,447 +151%
SAM
7
Secure Asset Management
Michigan
$523K -$59.3K -2,345 -10%
AWM
8
Axxcess Wealth Management
California
$294K -$4.43K -175 -1%
TAM
9
Tucker Asset Management
Colorado
$22.3K +$22.5K +888 New

QVOY Hedge Fund Activity: Q1 2023 in Review

9 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Q3 All-Season Active Rotation ETF (QVOY) for Q1 2023, worth a combined $54.5M — up 18% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new QVOY positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was HBW Advisory Services, adding an estimated $5.73M. The largest seller was CPR Investments, cutting an estimated $2.15M.

  • 9 institutional investors held Q3 All-Season Active Rotation ETF (QVOY) as of Q1 2023, up from 8 in Q4 2022.
  • Funds reported $54.5M of Q3 All-Season Active Rotation ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 2 funds opened new Q3 All-Season Active Rotation ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
  • The largest Q3 All-Season Active Rotation ETF buyer in Q1 2023 was HBW Advisory Services, an estimated $5.73M added.
  • The largest Q3 All-Season Active Rotation ETF seller in Q1 2023 was CPR Investments, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2023.