Coastal Compass 100 ETF
ROPE
5 hedge funds and large institutions have $6.25M invested in Coastal Compass 100 ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
20% more capital invested
Capital invested by funds: $5.21M → $6.25M (+$1.04M)
18.01% less ownership
Funds ownership: 91.93% → 73.92% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
|
+$475K |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$445K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$256K |
| 4 |
SHF
Safe Harbor Fiduciary
Pensacola,
Florida
|
+$100K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
|
-$443K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWIG
1
Strategic Wealth Investment Group
Louisville,
Kentucky
| $2.64M | +$475K | +16,693 | +22% |
|
|
SHF
2
Safe Harbor Fiduciary
Pensacola,
Florida
| $2.17M | +$100K | +3,532 | +5% |
|
|
3
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.19M | +$445K | +15,652 | +59% |
|
|
4
Citadel Advisors
Miami,
Florida
| $254K | +$256K | +8,996 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.03K | +$6.09K | +214 | New |
|
|
MASUI
6
MIRAE ASSET SECURITIES (USA) INC.
New York
| – | -$443K | -16,377 | Closed |
|
ROPE Hedge Fund Activity: Q1 2026 in Review
5 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Coastal Compass 100 ETF (ROPE) for Q1 2026, worth a combined $6.25M — up 20% from $5.21M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROPE positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Strategic Wealth Investment Group, adding an estimated $475K. The largest seller was MIRAE ASSET SECURITIES (USA) INC., exiting entirely with an estimated $443K sold.
- 5 institutional investors held Coastal Compass 100 ETF (ROPE) as of Q1 2026, up from 4 in Q4 2025.
- Funds reported $6.25M of Coastal Compass 100 ETF stock for Q1 2026, up 20% quarter-over-quarter.
- 2 funds opened new Coastal Compass 100 ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest Coastal Compass 100 ETF buyer in Q1 2026 was Strategic Wealth Investment Group, an estimated $475K added.
- The largest Coastal Compass 100 ETF seller in Q1 2026 was MIRAE ASSET SECURITIES (USA) INC., an estimated $443K sold.
Based on aggregated 13F filings for Q1 2026.