Twin Oak Short Horizon Absolute Return ETF
TOAK
3 hedge funds and large institutions have $3.57M invested in Twin Oak Short Horizon Absolute Return ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
26.62% less ownership
Funds ownership: 35.68% → 9.06% (-27%)
74% less capital invested
Capital invested by funds: $13.6M → $3.57M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$985K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$254K |
| 3 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPCONE
1
Retirement Planning Company of New England
Warwick,
Rhode Island
| $2M | +$103K | +3,673 | +5% |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $992K | +$985K | +35,250 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $575K | +$254K | +9,080 | +80% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$11.4M | -410,000 | Closed |
|
TOAK Hedge Fund Activity: Q3 2025 in Review
3 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Twin Oak Short Horizon Absolute Return ETF (TOAK) for Q3 2025, worth a combined $3.57M — down 74% from $13.6M a quarter earlier.
Fund positioning in TOAK was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $985K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $11.4M sold.
- 3 institutional investors held Twin Oak Short Horizon Absolute Return ETF (TOAK) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $3.57M of Twin Oak Short Horizon Absolute Return ETF stock for Q3 2025, down 74% quarter-over-quarter.
- 1 fund opened new Twin Oak Short Horizon Absolute Return ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Twin Oak Short Horizon Absolute Return ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $985K added.
- The largest Twin Oak Short Horizon Absolute Return ETF seller in Q3 2025 was Susquehanna International Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2025.