Twin Oak Short Horizon Absolute Return ETF
TOAK
3 hedge funds and large institutions have $13.5M invested in Twin Oak Short Horizon Absolute Return ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
278% more capital invested
Capital invested by funds: $3.57M → $13.5M (+$9.91M)
15.15% more ownership
Funds ownership: 9.06% → 24.21% (+15%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$9.61M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$399K |
| 3 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
+$397K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$575K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ETC
1
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $9.65M | +$9.61M | +340,000 | New |
|
|
RPCONE
2
Retirement Planning Company of New England
Warwick,
Rhode Island
| $2.42M | +$397K | +14,048 | +20% |
|
|
3
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.4M | +$399K | +14,121 | +40% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| – | -$575K | -20,453 | Closed |
|
TOAK Hedge Fund Activity: Q4 2025 in Review
3 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Twin Oak Short Horizon Absolute Return ETF (TOAK) for Q4 2025, worth a combined $13.5M — up 278% from $3.57M a quarter earlier.
Fund positioning in TOAK was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $9.61M. The largest seller was Old Mission Capital, exiting entirely with an estimated $575K sold.
- 3 institutional investors held Twin Oak Short Horizon Absolute Return ETF (TOAK) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $13.5M of Twin Oak Short Horizon Absolute Return ETF stock for Q4 2025, up 278% quarter-over-quarter.
- 1 fund opened new Twin Oak Short Horizon Absolute Return ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest Twin Oak Short Horizon Absolute Return ETF buyer in Q4 2025 was Exchange Traded Concepts, an estimated $9.61M added.
- The largest Twin Oak Short Horizon Absolute Return ETF seller in Q4 2025 was Old Mission Capital, an estimated $575K sold.
Based on aggregated 13F filings for Q4 2025.