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Exchange Listed Funds Trust ETC Cabana Target Beta ETF

10 hedge funds and large institutions have $161M invested in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $164M → $161M (-$3.49M)

4.28% less ownership

Funds ownership: 95.28%90.99% (-4.3%)

29% less funds holding

Funds holding: 1410 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
10
Holders Change
-4
Holders Change %
-28.57%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
4
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$136M +$2M +94,218 +1%
GM
2
GeoWealth Management
Illinois
$21.8M +$1.2M +56,621 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$849K +$858K +40,402 New
TC
4
TownSquare Capital
Utah
$600K +$607K +28,550 New
AWM
5
AE Wealth Management
Kansas
$502K +$290K +13,658 +134%
AWM
6
Avaii Wealth Management
Wisconsin
$327K -$1.26M -59,383 -79%
MA
7
Mutual Advisors
Nebraska
$281K -$76.1K -3,582 -21%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$82.4K +$83.3K +3,923 New
UBS Group
9
UBS Group
Switzerland
$9.79K -$152K -7,166 -94%
TRCT
10
Tower Research Capital (TRC)
New York
$4K +$4.02K +189 +2,100%
Jane Street
11
Jane Street
New York
-$868K -40,832 Closed
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
-$636K -29,905 Closed
OPS
13
Orion Portfolio Solutions
Nebraska
-$463K -21,782 Closed
Goldman Sachs
14
Goldman Sachs
New York
-$367K -17,272 Closed
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
-$225K -10,586 Closed
GI
16
Gradient Investments
Minnesota
-$67.5K -3,176 Closed

TDSB Hedge Fund Activity: Q1 2023 in Review

10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) for Q1 2023, worth a combined $161M — down 2.1% from $164M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TDSB and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Foundations Investment Advisors, adding an estimated $2M. The largest seller was Avaii Wealth Management, cutting an estimated $1.26M.

  • 10 institutional investors held Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) as of Q1 2023, down from 14 in Q4 2022.
  • Funds reported $161M of Exchange Listed Funds Trust ETC Cabana Target Beta ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 3 funds opened new Exchange Listed Funds Trust ETC Cabana Target Beta ETF positions in Q1 2023 and 6 closed out, a net change of -3 holders.
  • The largest Exchange Listed Funds Trust ETC Cabana Target Beta ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $2M added.
  • The largest Exchange Listed Funds Trust ETC Cabana Target Beta ETF seller in Q1 2023 was Avaii Wealth Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2023.