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Fairlead Tactical Sector ETF

26 hedge funds and large institutions have $165M invested in Fairlead Tactical Sector ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPAM
1
Cary Street Partners Asset Management
Virginia
$53.1M 2,234,107 +186,277 +9%
UBS Group
2
UBS Group
Switzerland
$36M 1,513,705 -21,030 -1%
Stifel Financial
3
Stifel Financial
Missouri
$31.5M 1,325,723 +734,747 +124%
Mariner
4
Mariner
Kansas
$10.4M 438,175 +298,134 +213%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$6.32M 265,973 +29,438 +12%
VFPW
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.12M 257,266 +6,152 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.02M 253,236 -67,101 -21%
LIG
8
Lokken Investment Group
Delaware
$2.85M 119,727 +18,709 +19%
HI
9
Hudock Inc
Pennsylvania
$1.82M 76,704 +76,704 New
AFS
10
AFG Fiduciary Services
Massachusetts
$1.61M 67,137 +67,137 New
NW
11
NewEdge Wealth
Pennsylvania
$1.44M 60,375 -7,334 -11%
HVP
12
Hudson Value Partners
Florida
$1.04M 43,884 +9,094 +26%
HighTower Advisors
13
HighTower Advisors
Illinois
$945K 39,855 +2,335 +6%
IWP
14
Insight Wealth Partners
Texas
$940K 39,549 +39,549 New
RA
15
RiverTree Advisors
Florida
$802K 33,727 -5,951 -15%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$785K 33,033 +401 +1%
ASN
17
Advisory Services Network
Georgia
$534K 22,446 -2,647 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$393K 16,511 +16,511 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$355K 14,932 +585 +4%
RIA
20
Regal Investment Advisors
Michigan
$341K 14,358 -983 -6%
CWA
21
Core Wealth Advisors
Florida
$334K 14,044
JIP
22
Jaffetilchin Investment Partners
Florida
$326K 13,697 -7,803 -36%
PFS
23
Prospera Financial Services
Texas
$279K 11,750
PA
24
PFG Advisors
Arizona
$248K 10,418 -3,224 -24%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$210K 8,848 +8,848 New