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Fairlead Tactical Sector ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
15
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSP
1
Cary Street Partners
Virginia
$71M -$916K -33,689 -1%
UBS Group
2
UBS Group
Switzerland
$35.5M -$626K -23,012 -2%
Stifel Financial
3
Stifel Financial
Missouri
$14.9M -$118K -4,331 -0.8%
Mariner
4
Mariner
Kansas
$8.87M +$816 +30 +0%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.29M +$14.6K +538 +0.2%
NIA
6
NBZ Investment Advisors
Tennessee
$7.52M +$600K +22,062 +9%
IWP
7
Insight Wealth Partners
Texas
$1.55M +$137K +5,029 +10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$1.55M +$683K +25,112 +79%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.43M
FWM
10
FMA Wealth Management
Massachusetts
$1.39M +$4.63K +164 +0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$884K +$160K +5,877 +22%
NA
12
NewEdge Advisors
Louisiana
$879K +$74.7K +2,747 +9%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$824K +$3.43K +126 +0.4%
AFS
14
AFG Fiduciary Services
Massachusetts
$627K -$14.2K -539 -2%
SPC
15
Sigma Planning Corp
Michigan
$536K +$60.4K +2,222 +13%
VAM
16
Verity Asset Management
North Carolina
$501K +$256K +9,424 +104%
LIG
17
Lokken Investment Group
Delaware
$443K -$795K -29,221 -64%
Jane Street
18
Jane Street
New York
$399K -$372K -13,680 -48%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$371K +$17.7K +650 +5%
AWS
20
Atria Wealth Solutions
New York
$359K +$14K +514 +4%
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$329K -$151K -5,559 -31%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$275K
CA
23
Cannon Advisors
North Carolina
$261K -$129K -4,738 -33%
KPWS
24
Kestra Private Wealth Services
Texas
$208K -$14K -515 -6%
SG
25
StoneX Group
New York
$206K +$206K +7,554 New