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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.

New
Increased
Maintained
Reduced
Closed

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

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
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$697K
2
NIA
NBZ Investment Advisors
Tennessee
+$612K
3
VAM
Verity Asset Management
North Carolina
+$262K
4
SG
StoneX Group
New York
+$210K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$163K

Top Sellers

1
CSP
Cary Street Partners
Virginia
-$935K
2
LIG
Lokken Investment Group
Delaware
-$811K
3
UBS Group
UBS Group
Switzerland
-$639K
4
Jane Street
Jane Street
New York
-$380K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
1
Cary Street Partners
Virginia
$71M -$935K -33,689 -1%
UBS Group
2
UBS Group
Switzerland
$35.5M -$639K -23,012 -2%
Stifel Financial
3
Stifel Financial
Missouri
$14.9M -$120K -4,331 -0.8%
Mariner
4
Mariner
Kansas
$8.87M +$833 +30 +0%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.29M +$14.9K +538 +0.2%
NIA
6
NBZ Investment Advisors
Tennessee
$7.52M +$612K +22,062 +9%
IWP
7
Insight Wealth Partners
Texas
$1.55M +$140K +5,029 +10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$1.55M +$697K +25,112 +79%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.43M – – –
FWM
10
FMA Wealth Management
Massachusetts
$1.39M +$4.55K +164 +0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$884K +$163K +5,877 +22%
NA
12
NewEdge Advisors
Louisiana
$879K +$76.2K +2,747 +9%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$824K +$3.5K +126 +0.4%
AFS
14
AFG Fiduciary Services
Massachusetts
$627K -$15K -539 -2%
SPC
15
Sigma Planning Corp
Michigan
$536K +$61.7K +2,222 +13%
VAM
16
Verity Asset Management
North Carolina
$501K +$262K +9,424 +104%
LIG
17
Lokken Investment Group
Delaware
$443K -$811K -29,221 -64%
Jane Street
18
Jane Street
New York
$399K -$380K -13,680 -48%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$371K +$18K +650 +5%
AWS
20
Atria Wealth Solutions
New York
$359K +$14.3K +514 +4%
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$329K -$154K -5,559 -31%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$275K – – –
CA
23
Cannon Advisors
North Carolina
$261K -$132K -4,738 -33%
KPWS
24
Kestra Private Wealth Services
Texas
$208K -$14.3K -515 -6%
SG
25
StoneX Group
New York
$206K +$210K +7,554 New
1
2

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.