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Blueprint Chesapeake Multi-Asset Trend ETF

22 hedge funds and large institutions have $108M invested in Blueprint Chesapeake Multi-Asset Trend ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIP
1
Blueprint Investment Partners
North Carolina
$80M 3,223,950 +996,182 +45%
SFSG
2
Sound Financial Strategies Group
Mississippi
$9.12M 367,593 -457 -0.1%
SWM
3
Stapp Wealth Management
Washington
$4.68M 188,648 +3,318 +2%
BA
4
Brightwater Advisory
Florida
$4.2M 169,360 +46,111 +37%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.07M 123,675 +5,575 +5%
OWP
6
ORG Wealth Partners
Texas
$1.21M 48,881 +48,881 New
Jane Street
7
Jane Street
New York
$1.05M 42,155 +28,755 +215%
AI
8
Atria Investments
North Carolina
$643K 25,924 +1,856 +8%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$612K 25,147 +3,141 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$504K 20,327 -4,040 -17%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$494K 19,923 -802 -4%
AFP
12
Ausdal Financial Partners
Iowa
$470K 18,941 +18,941 New
OP
13
ORG Partners
Indiana
$413K 16,660 -45,230 -73%
AWS
14
Atria Wealth Solutions
New York
$368K 14,830 +410 +3%
B
15
Bellecapital
Switzerland
$331K 13,343 +13,343 New
MC
16
Moors & Cabot
Massachusetts
$322K 13,000 +2,600 +25%
MA
17
Mutual Advisors
Nebraska
$301K 12,367 +750 +6%
Bessemer Group
18
Bessemer Group
New Jersey
$211K 8,500 +8,500 New
CT
19
Colonial Trust
South Carolina
$77.4K 3,164
Morgan Stanley
20
Morgan Stanley
New York
$12.1K 488
IA
21
IFP Advisors
Florida
$8.18K 330 -1,000 -75%
UBS Group
22
UBS Group
Switzerland
$5.75K 232 +232 New
IWC
23
Integrated Wealth Concepts
Massachusetts
-9,053 Closed
CFGS
24
Concourse Financial Group Securities
Alabama