TFPN icon

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.

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.3%
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 Market Value Shares Shares
Change
Shares
Change %
BIP
1
Blueprint Investment Partners
North Carolina
$72.8M 3,237,400 -34,605 -1%
BFA
2
Blueprint Financial Advisors
North Carolina
$64.5M 2,868,568 +2,868,568 New
SWM
3
Stapp Wealth Management
Washington
$5.15M 229,244 +22,097 +11%
BA
4
Brightwater Advisory
Florida
$4.12M 183,260 +5,353 +3%
AFP
5
Ausdal Financial Partners
Iowa
$3.59M 159,786 +140,474 +727%
SPWM
6
Spartan Planning & Wealth Management
North Carolina
$3.49M 155,184 -527 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.19M 97,223 -25,531 -21%
OWP
8
ORG Wealth Partners
Texas
$563K 24,896 -23,842 -49%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$488K 21,709 +961 +5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$401K 17,848 +17,848 New
MA
11
Mutual Advisors
Nebraska
$351K 15,978 +2,150 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$350K 15,571 +1,423 +10%
AWS
13
Atria Wealth Solutions
New York
$340K 15,129 +292 +2%
MWM
14
Maridea Wealth Management
New York
$339K 15,099 +146 +1%
AWM
15
AE Wealth Management
Kansas
$326K 14,495 +9,628 +198%
B
16
Bellecapital
Switzerland
$300K 13,339 -2,743 -17%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$265K 11,784 -13,373 -53%
CT
18
Colonial Trust
South Carolina
$74.4K 3,287 +123 +4%
Bank of America
19
Bank of America
North Carolina
$22.7K 1,010 +1,010 New
Morgan Stanley
20
Morgan Stanley
New York
$11K 488
OP
21
ORG Partners
Indiana
$1.78K 79 -17,608 -100%
SC
22
Solstein Capital
California
$540 24 +24 New
SFSG
23
Sound Financial Strategies Group
Mississippi
-347,608 Closed
AI
24
Atria Investments
North Carolina
-24,421 Closed
MC
25
Moors & Cabot
Massachusetts
-14,000 Closed