Q3 All-Season Active Rotation ETF
QVOY
12 hedge funds and large institutions have $56.7M invested in Q3 All-Season Active Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
4% more capital invested
Capital invested by funds: $54.5M → $56.7M (+$2.19M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.22% less ownership
Funds ownership: 100.04% → 94.82% (-5.2%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$243K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$202K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$202K |
| 4 |
CI
CPR Investments
Rochester,
Michigan
|
+$115K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$3.17M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$521K |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$373K |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$135K |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$132K |
QVOY Hedge Fund Activity: Q2 2023 in Review
12 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Q3 All-Season Active Rotation ETF (QVOY) for Q2 2023, worth a combined $56.7M — up 4% from $54.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QVOY positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $243K. The largest seller was Centaurus Financial, exiting entirely with an estimated $3.17M sold.
- 12 institutional investors held Q3 All-Season Active Rotation ETF (QVOY) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $56.7M of Q3 All-Season Active Rotation ETF stock for Q2 2023, up 4% quarter-over-quarter.
- 5 funds opened new Q3 All-Season Active Rotation ETF positions in Q2 2023 and 2 closed out, a net change of +3 holders.
- The largest Q3 All-Season Active Rotation ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $243K added.
- The largest Q3 All-Season Active Rotation ETF seller in Q2 2023 was Centaurus Financial, an estimated $3.17M sold.
Based on aggregated 13F filings for Q2 2023.