Fairlead Tactical Sector ETF
TACK
32 hedge funds and large institutions have $159M invested in Fairlead Tactical Sector ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
0.65% less ownership
Funds ownership: 75.24% → 74.59% (-0.65%)
2% less capital invested
Capital invested by funds: $162M → $159M (-$2.52M)
9% less funds holding
Funds holding: 35 → 32 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$697K |
| 2 |
NIA
NBZ Investment Advisors
Knoxville,
Tennessee
|
+$612K |
| 3 |
VAM
Verity Asset Management
Durham,
North Carolina
|
+$262K |
| 4 |
SG
StoneX Group
New York
|
+$210K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSP
Cary Street Partners
Richmond,
Virginia
|
-$935K |
| 2 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
-$811K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$639K |
| 4 |
Jane Street
New York
|
-$380K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $148K | +$66K | +2,379 | +77% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $88.6K | -$16.9K | -610 | -16% |
|
|
RFA
28
Reyes Financial Architecture
San Diego,
California
| $72.4K | +$73.9K | +2,661 | New |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $27.2K | -$80.5K | -2,900 | -74% |
|
30
Morgan Stanley
New York
| $19.5K | -$278 | -10 | -1% |
|
|
DRS
31
Deane Retirement Strategies
New Orleans,
Louisiana
| $12.4K | +$4.8K | +173 | +61% |
|
|
CFP
32
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $190 | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$256K | -9,369 | Closed |
|
|
OPWM
34
Oregon Pacific Wealth Management
Medford,
Oregon
| – | -$232K | -8,480 | Closed |
|
35
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$216K | -7,908 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$41K | -1,510 | Closed |
|
|
FIA
37
FNY Investment Advisers
New York
| – | -$1K | -50 | Closed |
|
TACK Hedge Fund Activity: Q1 2025 in Review
32 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fairlead Tactical Sector ETF (TACK) for Q1 2025, worth a combined $159M — down 1.6% from $162M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TACK and 2 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $697K. The largest seller was Cary Street Partners, cutting an estimated $935K.
- 32 institutional investors held Fairlead Tactical Sector ETF (TACK) as of Q1 2025, down from 35 in Q4 2024.
- Funds reported $159M of Fairlead Tactical Sector ETF stock for Q1 2025, down 1.6% quarter-over-quarter.
- 2 funds opened new Fairlead Tactical Sector ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
- The largest Fairlead Tactical Sector ETF buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $697K added.
- The largest Fairlead Tactical Sector ETF seller in Q1 2025 was Cary Street Partners, an estimated $935K sold.
Based on aggregated 13F filings for Q1 2025.