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Clockwise U.S. Core Equity ETF

5 hedge funds and large institutions have $10.1M invested in Clockwise U.S. Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 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

160% more capital invested

Capital invested by funds: $3.89M → $10.1M (+$6.23M)

67% more funds holding

Funds holding: 35 (+2)

40.69% more ownership

Funds ownership: 23.56%64.25% (+41%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Fiduciary Planning
Florida
$8.99M +$7.22M +313,301 +273%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$626K +$686K +29,802 New
Citadel Advisors
3
Citadel Advisors
Florida
$257K +$282K +12,255 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$248K +$2.51K +109 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$168 +$184 +8 New
ACA
6
Aptus Capital Advisors
Alabama
-$1.11M -50,284 Closed

TIME Hedge Fund Activity: Q4 2023 in Review

5 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Clockwise U.S. Core Equity ETF (TIME) for Q4 2023, worth a combined $10.1M — up 160% from $3.89M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TIME positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Fiduciary Planning, adding an estimated $7.22M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $1.11M sold.

  • 5 institutional investors held Clockwise U.S. Core Equity ETF (TIME) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $10.1M of Clockwise U.S. Core Equity ETF stock for Q4 2023, up 160% quarter-over-quarter.
  • 3 funds opened new Clockwise U.S. Core Equity ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest Clockwise U.S. Core Equity ETF buyer in Q4 2023 was Fiduciary Planning, an estimated $7.22M added.
  • The largest Clockwise U.S. Core Equity ETF seller in Q4 2023 was Aptus Capital Advisors, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2023.