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Blueprint Chesapeake Multi-Asset Trend ETF

22 hedge funds and large institutions have $160M invested in Blueprint Chesapeake Multi-Asset Trend ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57.34% more ownership

Funds ownership: 79.75%137.09% (+57%)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

42% more capital invested

Capital invested by funds: $113M → $160M (+$46.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less funds holding

Funds holding: 2422 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Blueprint Investment Partners
North Carolina
$72.8M -$829K -34,605 -1%
BFA
2
Blueprint Financial Advisors
North Carolina
$64.5M +$68.7M +2,868,568 New
SWM
3
Stapp Wealth Management
Washington
$5.15M +$530K +22,097 +11%
BA
4
Brightwater Advisory
Florida
$4.12M +$128K +5,353 +3%
AFP
5
Ausdal Financial Partners
Iowa
$3.59M +$3.37M +140,474 +727%
SPWM
6
Spartan Planning & Wealth Management
North Carolina
$3.49M -$12.6K -527 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.19M -$612K -25,531 -21%
OWP
8
ORG Wealth Partners
Texas
$563K -$571K -23,842 -49%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$488K +$23K +961 +5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$401K +$428K +17,848 New
MA
11
Mutual Advisors
Nebraska
$351K +$51.5K +2,150 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$350K +$34.1K +1,423 +10%
AWS
13
Atria Wealth Solutions
New York
$340K +$7K +292 +2%
MWM
14
Maridea Wealth Management
New York
$339K +$3.5K +146 +1%
AWM
15
AE Wealth Management
Kansas
$326K +$231K +9,628 +198%
B
16
Bellecapital
Switzerland
$300K -$65.7K -2,743 -17%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$265K -$320K -13,373 -53%
CT
18
Colonial Trust
South Carolina
$74.4K +$2.95K +123 +4%
Bank of America
19
Bank of America
North Carolina
$22.7K +$24.2K +1,010 New
Morgan Stanley
20
Morgan Stanley
New York
$11K
OP
21
ORG Partners
Indiana
$1.77K -$422K -17,608 -100%
SC
22
Solstein Capital
California
$540 +$575 +24 New
SFSG
23
Sound Financial Strategies Group
Mississippi
-$8.62M -347,608 Closed
AI
24
Atria Investments
North Carolina
-$605K -24,421 Closed
MC
25
Moors & Cabot
Massachusetts
-$347K -14,000 Closed

TFPN Hedge Fund Activity: Q1 2025 in Review

22 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) for Q1 2025, worth a combined $160M — up 42% from $113M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TFPN and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Ausdal Financial Partners, adding an estimated $3.37M. The largest seller was Sound Financial Strategies Group, exiting entirely with an estimated $8.62M sold.

  • 22 institutional investors held Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) as of Q1 2025, down from 24 in Q4 2024.
  • Funds reported $160M of Blueprint Chesapeake Multi-Asset Trend ETF stock for Q1 2025, up 42% quarter-over-quarter.
  • 4 funds opened new Blueprint Chesapeake Multi-Asset Trend ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest Blueprint Chesapeake Multi-Asset Trend ETF buyer in Q1 2025 was Ausdal Financial Partners, an estimated $3.37M added.
  • The largest Blueprint Chesapeake Multi-Asset Trend ETF seller in Q1 2025 was Sound Financial Strategies Group, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2025.