Q3 All-Season Active Rotation ETF
QVOY
13 hedge funds and large institutions have $72.6M invested in Q3 All-Season Active Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
11% more capital invested
Capital invested by funds: $65.5M → $72.6M (+$7.11M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.99% less ownership
Funds ownership: 90.98% → 85.99% (-5%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$4.04M |
| 2 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$468K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$355K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$355K |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$232K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$85.2K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$23.5K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$23.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.25K |
QVOY Hedge Fund Activity: Q1 2024 in Review
13 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Q3 All-Season Active Rotation ETF (QVOY) for Q1 2024, worth a combined $72.6M — up 11% from $65.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QVOY positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Q3 Asset Management, adding an estimated $4.04M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $232K sold.
- 13 institutional investors held Q3 All-Season Active Rotation ETF (QVOY) as of Q1 2024, up from 11 in Q4 2023.
- Funds reported $72.6M of Q3 All-Season Active Rotation ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 5 funds opened new Q3 All-Season Active Rotation ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest Q3 All-Season Active Rotation ETF buyer in Q1 2024 was Q3 Asset Management, an estimated $4.04M added.
- The largest Q3 All-Season Active Rotation ETF seller in Q1 2024 was Arete Wealth Advisors, an estimated $232K sold.
Based on aggregated 13F filings for Q1 2024.