Bushido Capital US Equity ETF
SMRI
3 hedge funds and large institutions have $194M invested in Bushido Capital US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
10.31% less ownership
Funds ownership: 62.72% → 52.42% (-10%)
17% less capital invested
Capital invested by funds: $234M → $194M (-$40.7M)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.63K |
| 2 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
+$1.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sepio Capital
Salt Lake City,
Utah
|
-$33.2M |
| 2 |
GS
GTS Securities
New York
|
-$692K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Sepio Capital
Salt Lake City,
Utah
| $193M | -$33.2M | -1,041,192 | -14% |
|
|
MCM
2
Marathon Capital Management
Hunt Valley,
Maryland
| $253K | +$1.59K | +50 | +0.6% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.59K | +$1.63K | +51 | New |
|
|
GS
4
GTS Securities
New York
| – | -$692K | -22,621 | Closed |
|
|
SFS
5
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$381K | -12,444 | Closed |
|
SMRI Hedge Fund Activity: Q4 2024 in Review
3 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bushido Capital US Equity ETF (SMRI) for Q4 2024, worth a combined $194M — down 17% from $234M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SMRI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, opening a new position worth an estimated $1.63K. The largest seller was Sepio Capital, cutting an estimated $33.2M.
- 3 institutional investors held Bushido Capital US Equity ETF (SMRI) as of Q4 2024, down from 4 in Q3 2024.
- Funds reported $194M of Bushido Capital US Equity ETF stock for Q4 2024, down 17% quarter-over-quarter.
- 1 fund opened new Bushido Capital US Equity ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Bushido Capital US Equity ETF buyer in Q4 2024 was UBS Group, an estimated $1.63K added.
- The largest Bushido Capital US Equity ETF seller in Q4 2024 was Sepio Capital, an estimated $33.2M sold.
Based on aggregated 13F filings for Q4 2024.