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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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 2224 (+2)

3.97% more ownership

Funds ownership: 75.78%79.75% (+4%)

4% more capital invested

Capital invested by funds: $108M → $113M (+$4.67M)

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 Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Blueprint Investment Partners
North Carolina
$81.1M +$1.2M +48,055 +1%
SFSG
2
Sound Financial Strategies Group
Mississippi
$8.62M -$499K -19,985 -5%
SWM
3
Stapp Wealth Management
Washington
$5.14M +$462K +18,499 +10%
BA
4
Brightwater Advisory
Florida
$4.41M +$213K +8,547 +5%
SPWM
5
Spartan Planning & Wealth Management
North Carolina
$3.86M +$3.88M +155,711 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.04M -$23K -921 -0.7%
OWP
7
ORG Wealth Partners
Texas
$1.21M -$3.57K -143 -0.3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$624K +$249 +10 +0%
AI
9
Atria Investments
North Carolina
$605K -$37.5K -1,503 -6%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$514K +$20.6K +825 +4%
AFP
11
Ausdal Financial Partners
Iowa
$479K +$9.26K +371 +2%
OP
12
ORG Partners
Indiana
$439K +$25.6K +1,027 +6%
B
13
Bellecapital
Switzerland
$399K +$68.3K +2,739 +21%
MWM
14
Maridea Wealth Management
New York
$371K +$373K +14,953 New
AWS
15
Atria Wealth Solutions
New York
$368K +$175 +7 +0%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$351K -$154K -6,179 -30%
MC
17
Moors & Cabot
Massachusetts
$347K +$24.9K +1,000 +8%
MA
18
Mutual Advisors
Nebraska
$346K +$36.4K +1,461 +12%
Jane Street
19
Jane Street
New York
$228K -$822K -32,940 -78%
AWM
20
AE Wealth Management
Kansas
$121K +$121K +4,867 New
CT
21
Colonial Trust
South Carolina
$81.7K
UBS Group
22
UBS Group
Switzerland
$19.7K +$14K +562 +242%
Morgan Stanley
23
Morgan Stanley
New York
$12.1K
IA
24
IFP Advisors
Florida
$7.44K -$748 -30 -9%
Bessemer Group
25
Bessemer Group
New Jersey
-$211K -8,500 Closed

TFPN Hedge Fund Activity: Q4 2024 in Review

24 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) for Q4 2024, worth a combined $113M — up 4.3% from $108M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TFPN positions and 1 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Blueprint Investment Partners, adding an estimated $1.2M. The largest seller was Jane Street, cutting an estimated $822K.

  • 24 institutional investors held Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $113M of Blueprint Chesapeake Multi-Asset Trend ETF stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 3 funds opened new Blueprint Chesapeake Multi-Asset Trend ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
  • The largest Blueprint Chesapeake Multi-Asset Trend ETF buyer in Q4 2024 was Blueprint Investment Partners, an estimated $1.2M added.
  • The largest Blueprint Chesapeake Multi-Asset Trend ETF seller in Q4 2024 was Jane Street, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2024.