Q3 All-Season Active Rotation ETF
QVOY
15 hedge funds and large institutions have $72.7M invested in Q3 All-Season Active Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
0.78% more ownership
Funds ownership: 85.99% → 86.77% (+0.78%)
0% more capital invested
Capital invested by funds: $72.6M → $72.7M (+$155K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.33M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$950K |
| 3 |
CI
CPR Investments
Rochester,
Michigan
|
+$520K |
| 4 |
GS
GTS Securities
New York
|
+$385K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$834K |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$241K |
| 3 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$219K |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$140K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$45K |
QVOY Hedge Fund Activity: Q2 2024 in Review
15 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Q3 All-Season Active Rotation ETF (QVOY) for Q2 2024, worth a combined $72.7M — up 0.21% from $72.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QVOY positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $1.33M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $834K sold.
- 15 institutional investors held Q3 All-Season Active Rotation ETF (QVOY) as of Q2 2024, up from 13 in Q1 2024.
- Funds reported $72.7M of Q3 All-Season Active Rotation ETF stock for Q2 2024, up 0.21% quarter-over-quarter.
- 4 funds opened new Q3 All-Season Active Rotation ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Q3 All-Season Active Rotation ETF buyer in Q2 2024 was Centaurus Financial, an estimated $1.33M added.
- The largest Q3 All-Season Active Rotation ETF seller in Q2 2024 was Atria Wealth Solutions, an estimated $834K sold.
Based on aggregated 13F filings for Q2 2024.