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Exchange Listed Funds Trust ETC Cabana Target Beta ETF

13 hedge funds and large institutions have $95.8M invested in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more funds holding

Funds holding: 1213 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.5% less ownership

Funds ownership: 94.56%94.06% (-0.5%)

23% less capital invested

Capital invested by funds: $125M → $95.8M (-$29.4M)

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
1
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$73.2M -$24.1M -1,151,519 -25%
GM
2
GeoWealth Management
Illinois
$15.7M -$3.56M -170,457 -18%
CA
3
Continuum Advisory
Idaho
$2.16M +$2.19M +104,647 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.19M +$1.2M +57,356 New
SWM
5
Selective Wealth Management
Virginia
$1.13M -$162K -7,742 -12%
GS
6
GTS Securities
New York
$667K -$1.25M -59,633 -65%
JP Morgan Chase
7
JP Morgan Chase
New York
$657K -$208K -9,968 -24%
AWM
8
AE Wealth Management
Kansas
$431K -$137K -6,574 -24%
SW
9
Simplicity Wealth
New Jersey
$282K +$286K +13,657 New
Citadel Advisors
10
Citadel Advisors
Florida
$246K -$215K -10,297 -46%
TC
11
TownSquare Capital
Utah
$207K -$190K -9,094 -48%
TRCT
12
Tower Research Capital (TRC)
New York
$19.6K +$17.2K +823 +658%
UBS Group
13
UBS Group
Switzerland
$1.24K +$1.25K +60 New
MWM
14
Maripau Wealth Management
Indiana
-$742K -35,176 Closed
MA
15
Mutual Advisors
Nebraska
-$271K -12,832 Closed
IPW
16
Impact Partnership Wealth
Georgia
-$91K -4,314 Closed

TDSB Hedge Fund Activity: Q3 2023 in Review

13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) for Q3 2023, worth a combined $95.8M — down 23% from $125M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TDSB positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 8 trimmed.

The largest buyer was Continuum Advisory, opening a new position worth an estimated $2.19M. The largest seller was Foundations Investment Advisors, cutting an estimated $24.1M.

  • 13 institutional investors held Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) as of Q3 2023, up from 12 in Q2 2023.
  • Funds reported $95.8M of Exchange Listed Funds Trust ETC Cabana Target Beta ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 4 funds opened new Exchange Listed Funds Trust ETC Cabana Target Beta ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Exchange Listed Funds Trust ETC Cabana Target Beta ETF buyer in Q3 2023 was Continuum Advisory, an estimated $2.19M added.
  • The largest Exchange Listed Funds Trust ETC Cabana Target Beta ETF seller in Q3 2023 was Foundations Investment Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2023.