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TSPY

TappAlpha S&P 500 Growth & Daily Income ETF

4 hedge funds and large institutions have $2.07M invested in TappAlpha S&P 500 Growth & Daily Income ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more capital invested

Capital invested by funds: $981K → $2.07M (+$1.09M)

0% more funds holding

Funds holding: 44 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.54% less ownership

Funds ownership: 8.15%6.61% (-1.5%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$997K +$1.05M +42,618 New
Jane Street
2
Jane Street
New York
$641K +$678K +27,397 New
OMC
3
Old Mission Capital
Illinois
$333K -$196K -7,935 -36%
CCM
4
Cloud Capital Management
Washington
$100K +$106K +4,286 New
Wells Fargo
5
Wells Fargo
California
$1
GS
6
GTS Securities
New York
-$293K -11,675 Closed
UBS Group
7
UBS Group
Switzerland
-$124K -4,951 Closed
Simplex Trading
8
Simplex Trading
Illinois
-$8K -324 Closed

TSPY Hedge Fund Activity: Q1 2025 in Review

4 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) for Q1 2025, worth a combined $2.07M — up 111% from $981K a quarter earlier.

Fund positioning in TSPY was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.05M. The largest seller was GTS Securities, exiting entirely with an estimated $293K sold.

  • 4 institutional investors held TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $2.07M of TappAlpha S&P 500 Growth & Daily Income ETF stock for Q1 2025, up 111% quarter-over-quarter.
  • 3 funds opened new TappAlpha S&P 500 Growth & Daily Income ETF positions in Q1 2025 and 3 closed out, a net change of 0 holders.
  • The largest TappAlpha S&P 500 Growth & Daily Income ETF buyer in Q1 2025 was Integrated Wealth Concepts, an estimated $1.05M added.
  • The largest TappAlpha S&P 500 Growth & Daily Income ETF seller in Q1 2025 was GTS Securities, an estimated $293K sold.

Based on aggregated 13F filings for Q1 2025.