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Blueprint Chesapeake Multi-Asset Trend ETF

24 hedge funds and large institutions have $113M invested in Blueprint Chesapeake Multi-Asset Trend ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
3
Increased
12
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIP
1
Blueprint Investment Partners
North Carolina
$81.1M 3,272,005 +48,055 +1%
SFSG
2
Sound Financial Strategies Group
Mississippi
$8.62M 347,608 -19,985 -5%
SWM
3
Stapp Wealth Management
Washington
$5.14M 207,147 +18,499 +10%
BA
4
Brightwater Advisory
Florida
$4.41M 177,907 +8,547 +5%
SPWM
5
Spartan Planning & Wealth Management
North Carolina
$3.86M 155,711 +155,711 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.04M 122,754 -921 -0.7%
OWP
7
ORG Wealth Partners
Texas
$1.21M 48,738 -143 -0.3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$624K 25,157 +10 +0%
AI
9
Atria Investments
North Carolina
$605K 24,421 -1,503 -6%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$514K 20,748 +825 +4%
AFP
11
Ausdal Financial Partners
Iowa
$479K 19,312 +371 +2%
OP
12
ORG Partners
Indiana
$439K 17,687 +1,027 +6%
B
13
Bellecapital
Switzerland
$399K 16,082 +2,739 +21%
MWM
14
Maridea Wealth Management
New York
$371K 14,953 +14,953 New
AWS
15
Atria Wealth Solutions
New York
$368K 14,837 +7 +0%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$351K 14,148 -6,179 -30%
MC
17
Moors & Cabot
Massachusetts
$347K 14,000 +1,000 +8%
MA
18
Mutual Advisors
Nebraska
$346K 13,828 +1,461 +12%
Jane Street
19
Jane Street
New York
$228K 9,215 -32,940 -78%
AWM
20
AE Wealth Management
Kansas
$121K 4,867 +4,867 New
CT
21
Colonial Trust
South Carolina
$81.7K 3,164
UBS Group
22
UBS Group
Switzerland
$19.7K 794 +562 +242%
Morgan Stanley
23
Morgan Stanley
New York
$12.1K 488
IA
24
IFP Advisors
Florida
$7.44K 300 -30 -9%
Bessemer Group
25
Bessemer Group
New Jersey
-8,500 Closed