Fairlead Tactical Sector ETF
TACK
19 hedge funds and large institutions have $95.6M invested in Fairlead Tactical Sector ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
54% more capital invested
Capital invested by funds: $62.2M → $95.6M (+$33.4M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
27% more funds holding
Funds holding: 15 → 19 (+4)
4.13% more ownership
Funds ownership: 59.51% → 63.64% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$19.5M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$7.23M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$6.33M |
| 4 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$4.8M |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$939K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.29M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$59K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$46.2K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$12K |
| 5 |
HVP
Hudson Value Partners
Palm Beach,
Florida
|
-$5.83K |
TACK Hedge Fund Activity: Q3 2022 in Review
19 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fairlead Tactical Sector ETF (TACK) for Q3 2022, worth a combined $95.6M — up 54% from $62.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TACK positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $19.5M. The largest seller was NewEdge Advisors, cutting an estimated $1.29M.
- 19 institutional investors held Fairlead Tactical Sector ETF (TACK) as of Q3 2022, up from 15 in Q2 2022.
- Funds reported $95.6M of Fairlead Tactical Sector ETF stock for Q3 2022, up 54% quarter-over-quarter.
- 7 funds opened new Fairlead Tactical Sector ETF positions in Q3 2022 and 3 closed out, a net change of +4 holders.
- The largest Fairlead Tactical Sector ETF buyer in Q3 2022 was UBS Group, an estimated $19.5M added.
- The largest Fairlead Tactical Sector ETF seller in Q3 2022 was NewEdge Advisors, an estimated $1.29M sold.
Based on aggregated 13F filings for Q3 2022.