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TOAK

Twin Oak Short Horizon Absolute Return ETF
TOAK

6 hedge funds and large institutions have $47.6M invested in Twin Oak Short Horizon Absolute Return ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

38% more capital invested

Capital invested by funds: $34.5M → $47.6M (+$13.1M)

8.9% more ownership

Funds ownership: 43.69% → 52.59% (+8.9%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$11.9M
2
OMC
Old Mission Capital
Illinois
+$516K
3
WMA
West Michigan Advisors
Michigan
+$300K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$252K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$235K

Top Sellers

Rank Fund Capital Flow
1
RPCONE
Retirement Planning Company of New England
Rhode Island
-$425K

TOAK Hedge Fund Activity: Q2 2026 in Review

6 of the 8,320 institutional investors tracked by Wall St. Rank reported a position in Twin Oak Short Horizon Absolute Return ETF (TOAK) for Q2 2026, worth a combined $47.6M — up 38% from $34.5M a quarter earlier.

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

The largest buyer was Exchange Traded Concepts, adding an estimated $11.9M. The largest seller was Retirement Planning Company of New England, cutting an estimated $425K.

  • 6 institutional investors held Twin Oak Short Horizon Absolute Return ETF (TOAK) as of Q2 2026, up from 4 in Q1 2026.
  • Funds reported $47.6M of Twin Oak Short Horizon Absolute Return ETF stock for Q2 2026, up 38% quarter-over-quarter.
  • 2 funds opened new Twin Oak Short Horizon Absolute Return ETF positions in Q2 2026 and 0 closed out, a net change of +2 holders.
  • The largest Twin Oak Short Horizon Absolute Return ETF buyer in Q2 2026 was Exchange Traded Concepts, an estimated $11.9M added.
  • The largest Twin Oak Short Horizon Absolute Return ETF seller in Q2 2026 was Retirement Planning Company of New England, an estimated $425K sold.

Based on aggregated 13F filings for Q2 2026.