Twin Oak Short Horizon Absolute Return ETF
TOAK
4 hedge funds and large institutions have $34.5M invested in Twin Oak Short Horizon Absolute Return ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
156% more capital invested
Capital invested by funds: $13.5M → $34.5M (+$21M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
19.47% more ownership
Funds ownership: 24.21% → 43.69% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$19.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$778K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
-$2.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ETC
1
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $29.2M | +$19.4M | +680,000 | +200% |
|
|
RPCONE
2
Retirement Planning Company of New England
Warwick,
Rhode Island
| $2.44M | -$2.45K | -86 | -0.1% |
|
|
3
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.2M | +$778K | +27,293 | +55% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $684K | +$682K | +23,910 | New |
|
TOAK Hedge Fund Activity: Q1 2026 in Review
4 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Twin Oak Short Horizon Absolute Return ETF (TOAK) for Q1 2026, worth a combined $34.5M — up 156% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new TOAK positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Exchange Traded Concepts, adding an estimated $19.4M. The largest seller was Retirement Planning Company of New England, cutting an estimated $2.45K.
- 4 institutional investors held Twin Oak Short Horizon Absolute Return ETF (TOAK) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $34.5M of Twin Oak Short Horizon Absolute Return ETF stock for Q1 2026, up 156% quarter-over-quarter.
- 1 fund opened new Twin Oak Short Horizon Absolute Return ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
- The largest Twin Oak Short Horizon Absolute Return ETF buyer in Q1 2026 was Exchange Traded Concepts, an estimated $19.4M added.
- The largest Twin Oak Short Horizon Absolute Return ETF seller in Q1 2026 was Retirement Planning Company of New England, an estimated $2.45K sold.
Based on aggregated 13F filings for Q1 2026.