Coastal Compass 100 ETF
ROPE
4 hedge funds and large institutions have $5.21M invested in Coastal Compass 100 ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
987% more capital invested
Capital invested by funds: $480K → $5.21M (+$4.73M)
300% more funds holding
Funds holding: 1 → 4 (+3)
73.65% more ownership
Funds ownership: 18.28% → 91.93% (+74%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
|
+$2.03M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
|
-$50.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWIG
1
Strategic Wealth Investment Group
Louisville,
Kentucky
| $2.08M | +$2.03M | +76,891 | New |
|
|
SHF
2
Safe Harbor Fiduciary
Pensacola,
Florida
| $1.98M | +$1.94M | +73,394 | New |
|
|
3
Envestnet Portfolio Solutions
Chicago,
Illinois
| $709K | +$699K | +26,394 | New |
|
|
MASUI
4
MIRAE ASSET SECURITIES (USA) INC.
New York
| $443K | -$50.4K | -1,906 | -10% |
|
ROPE Hedge Fund Activity: Q4 2025 in Review
4 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Coastal Compass 100 ETF (ROPE) for Q4 2025, worth a combined $5.21M — up 987% from $480K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ROPE positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Strategic Wealth Investment Group, opening a new position worth an estimated $2.03M. The largest seller was MIRAE ASSET SECURITIES (USA) INC., cutting an estimated $50.4K.
- 4 institutional investors held Coastal Compass 100 ETF (ROPE) as of Q4 2025, up from 1 in Q3 2025.
- Funds reported $5.21M of Coastal Compass 100 ETF stock for Q4 2025, up 987% quarter-over-quarter.
- 3 funds opened new Coastal Compass 100 ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest Coastal Compass 100 ETF buyer in Q4 2025 was Strategic Wealth Investment Group, an estimated $2.03M added.
- The largest Coastal Compass 100 ETF seller in Q4 2025 was MIRAE ASSET SECURITIES (USA) INC., an estimated $50.4K sold.
Based on aggregated 13F filings for Q4 2025.