Q3 All-Season Active Rotation ETF
QVOY
16 hedge funds and large institutions have $46.8M invested in Q3 All-Season Active Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
4.28% more ownership
Funds ownership: 84.09% → 88.38% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less capital invested
Capital invested by funds: $59.8M → $46.8M (-$12.9M)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$278K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$264K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$73.3K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$30.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.29M |
| 2 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
-$1.93M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$1.53M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$896K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$208K |
QVOY Hedge Fund Activity: Q4 2024 in Review
16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Q3 All-Season Active Rotation ETF (QVOY) for Q4 2024, worth a combined $46.8M — down 22% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QVOY positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $278K. The largest seller was Atria Investments, cutting an estimated $3.29M.
- 16 institutional investors held Q3 All-Season Active Rotation ETF (QVOY) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $46.8M of Q3 All-Season Active Rotation ETF stock for Q4 2024, down 22% quarter-over-quarter.
- 3 funds opened new Q3 All-Season Active Rotation ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Q3 All-Season Active Rotation ETF buyer in Q4 2024 was Axxcess Wealth Management, an estimated $278K added.
- The largest Q3 All-Season Active Rotation ETF seller in Q4 2024 was Atria Investments, an estimated $3.29M sold.
Based on aggregated 13F filings for Q4 2024.