Fairlead Tactical Sector ETF
TACK
22 hedge funds and large institutions have $121M invested in Fairlead Tactical Sector ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
26% more capital invested
Capital invested by funds: $95.6M → $121M (+$25.1M)
16% more funds holding
Funds holding: 19 → 22 (+3)
0.26% more ownership
Funds ownership: 63.64% → 63.9% (+0.26%)
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
|
+$14.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.91M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.42M |
| 4 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$1.61M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$865K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.44M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$884K |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$607K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$212K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$158K |
TACK Hedge Fund Activity: Q4 2022 in Review
22 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Fairlead Tactical Sector ETF (TACK) for Q4 2022, worth a combined $121M — up 26% from $95.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TACK positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $14.7M. The largest seller was NewEdge Advisors, cutting an estimated $2.44M.
- 22 institutional investors held Fairlead Tactical Sector ETF (TACK) as of Q4 2022, up from 19 in Q3 2022.
- Funds reported $121M of Fairlead Tactical Sector ETF stock for Q4 2022, up 26% quarter-over-quarter.
- 7 funds opened new Fairlead Tactical Sector ETF positions in Q4 2022 and 4 closed out, a net change of +3 holders.
- The largest Fairlead Tactical Sector ETF buyer in Q4 2022 was UBS Group, an estimated $14.7M added.
- The largest Fairlead Tactical Sector ETF seller in Q4 2022 was NewEdge Advisors, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2022.