TFPN icon

Blueprint Chesapeake Multi-Asset Trend ETF

18 hedge funds and large institutions have $163M invested in Blueprint Chesapeake Multi-Asset Trend ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
8
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIP
1
Blueprint Investment Partners
North Carolina
$75.2M +$908K +39,565 +1%
BFA
2
Blueprint Financial Advisors
North Carolina
$66.1M +$314K +13,697 +0.5%
SWM
3
Stapp Wealth Management
Washington
$5.17M -$87.9K -3,832 -2%
BA
4
Brightwater Advisory
Florida
$4.42M +$217K +9,436 +5%
AFP
5
Ausdal Financial Partners
Iowa
$4.32M +$654K +28,497 +18%
SPWM
6
Spartan Planning & Wealth Management
North Carolina
$3.84M +$281K +12,250 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.25M +$17.6K +768 +0.8%
MA
8
Mutual Advisors
Nebraska
$392K +$18.8K +805 +5%
Jane Street
9
Jane Street
New York
$366K +$366K +15,953 New
B
10
Bellecapital
Switzerland
$306K
MWM
11
Maridea Wealth Management
New York
$210K -$136K -5,940 -39%
CT
12
Colonial Trust
South Carolina
$80.5K +$5.54K +243 +7%
OWP
13
ORG Wealth Partners
Texas
$62K -$508K -22,187 -89%
UBS Group
14
UBS Group
Switzerland
$22.4K +$22.4K +978 New
Morgan Stanley
15
Morgan Stanley
New York
$11.2K
EWA
16
EverSource Wealth Advisors
Alabama
$7.69K +$7.69K +335 New
TRCT
17
Tower Research Capital (TRC)
New York
$1.79K +$1.79K +78 New
SC
18
Solstein Capital
California
$551
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
-$488K -21,709 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$401K -17,848 Closed
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$350K -15,571 Closed
AWS
22
Atria Wealth Solutions
New York
-$340K -15,129 Closed
AWM
23
AE Wealth Management
Kansas
-$326K -14,495 Closed
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
-$265K -11,784 Closed
Bank of America
25
Bank of America
North Carolina
-$22.7K -1,010 Closed