Q3 All-Season Active Rotation ETF
QVOY
15 hedge funds and large institutions have $59.8M invested in Q3 All-Season Active Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 15 → 15 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.68% less ownership
Funds ownership: 86.77% → 84.09% (-2.7%)
18% less capital invested
Capital invested by funds: $72.7M → $59.8M (-$13M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$1.88M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.5M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$366K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$363K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$9.57M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$5.25M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.5M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$787K |
| 5 |
CI
CPR Investments
Rochester,
Michigan
|
-$515K |
QVOY Hedge Fund Activity: Q3 2024 in Review
15 of the 6,979 institutional investors tracked by Wall St. Rank reported a position in Q3 All-Season Active Rotation ETF (QVOY) for Q3 2024, worth a combined $59.8M — down 18% from $72.7M a quarter earlier.
Fund positioning in QVOY was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 6 trimmed.
The largest buyer was Discipline Wealth Solutions, opening a new position worth an estimated $1.88M. The largest seller was HBW Advisory Services, cutting an estimated $9.57M.
- 15 institutional investors held Q3 All-Season Active Rotation ETF (QVOY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $59.8M of Q3 All-Season Active Rotation ETF stock for Q3 2024, down 18% quarter-over-quarter.
- 5 funds opened new Q3 All-Season Active Rotation ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest Q3 All-Season Active Rotation ETF buyer in Q3 2024 was Discipline Wealth Solutions, an estimated $1.88M added.
- The largest Q3 All-Season Active Rotation ETF seller in Q3 2024 was HBW Advisory Services, an estimated $9.57M sold.
Based on aggregated 13F filings for Q3 2024.