Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
16 hedge funds and large institutions have $57.3M invested in Blueprint Chesapeake Multi-Asset Trend ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
51% more capital invested
Capital invested by funds: $38.1M → $57.3M (+$19.3M)
28.82% more ownership
Funds ownership: 52.32% → 81.15% (+29%)
23% more funds holding
Funds holding: 13 → 16 (+3)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$9.42M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$6.19M |
| 3 |
SWM
Stapp Wealth Management
Olympia,
Washington
|
+$4.09M |
| 4 |
SPWM
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
+$2.67M |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.47M |
| 2 |
Jane Street
New York
|
-$835K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$92.8K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$43.9K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$40.7K |
TFPN Hedge Fund Activity: Q4 2023 in Review
16 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) for Q4 2023, worth a combined $57.3M — up 51% from $38.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TFPN positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $9.42M. The largest seller was Osaic Holdings, exiting entirely with an estimated $2.47M sold.
- 16 institutional investors held Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $57.3M of Blueprint Chesapeake Multi-Asset Trend ETF stock for Q4 2023, up 51% quarter-over-quarter.
- 4 funds opened new Blueprint Chesapeake Multi-Asset Trend ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Blueprint Chesapeake Multi-Asset Trend ETF buyer in Q4 2023 was Sound Financial Strategies Group, an estimated $9.42M added.
- The largest Blueprint Chesapeake Multi-Asset Trend ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2023.