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TSPY

TappAlpha S&P 500 Growth & Daily Income ETF
TSPY

14 hedge funds and large institutions have $16.5M invested in TappAlpha S&P 500 Growth & Daily Income ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,084% more capital invested

Capital invested by funds: $1.39M → $16.5M (+$15.1M)

367% more funds holding

Funds holding: 3 → 14 (+11)

13.88% more ownership

Funds ownership: 3.79% → 17.68% (+14%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
14
Holders Change
+11
Holders Change %
+366.67%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$8.01M
2
TCM
Triumph Capital Management
Colorado
+$1.6M
3
MAMG
Milestone Asset Management Group
Connecticut
+$1.11M
4
OMC
Old Mission Capital
Illinois
+$885K
5
GS
GTS Securities
New York
+$706K

Top Sellers

Rank Fund Capital Flow
1
Simplex Trading
Simplex Trading
Illinois
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1
Summit Financial
New Jersey
$8.27M +$8.01M +322,894 New
TCM
2
Triumph Capital Management
Colorado
$1.65M +$1.6M +64,312 New
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.47M +$184K +7,435 +15%
MAMG
4
Milestone Asset Management Group
Connecticut
$1.14M +$1.11M +44,579 New
OMC
5
Old Mission Capital
Illinois
$914K +$885K +35,689 New
GS
6
GTS Securities
New York
$729K +$706K +28,474 New
Jane Street
7
Jane Street
New York
$532K +$515K +20,768 New
AWA
8
Arete Wealth Advisors
Illinois
$518K +$502K +20,231 New
CCM
9
Cloud Capital Management
Washington
$464K +$451K +18,186 New
Raymond James Financial
10
Raymond James Financial
Florida
$412K +$399K +16,100 New
USCWA
11
U.S. Capital Wealth Advisors
Texas
$364K +$352K +14,200 New
TAM
12
Tucker Asset Management
Colorado
$9.04K +$8.76K +353 New
Simplex Trading
13
Simplex Trading
Illinois
$6K -$166K -6,685 -96%
POIA
14
Pin Oak Investment Advisors
Texas
$1.28K – – –
Wells Fargo
15
Wells Fargo
California
$13 – – –

TSPY Hedge Fund Activity: Q3 2025 in Review

14 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) for Q3 2025, worth a combined $16.5M — up 1,084% from $1.39M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TSPY positions and 0 closed out — a net gain of 11 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $8.01M. The largest seller was Simplex Trading, cutting an estimated $166K.

  • 14 institutional investors held TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) as of Q3 2025, up from 3 in Q2 2025.
  • Funds reported $16.5M of TappAlpha S&P 500 Growth & Daily Income ETF stock for Q3 2025, up 1,084% quarter-over-quarter.
  • 11 funds opened new TappAlpha S&P 500 Growth & Daily Income ETF positions in Q3 2025 and 0 closed out, a net change of +11 holders.
  • The largest TappAlpha S&P 500 Growth & Daily Income ETF buyer in Q3 2025 was Summit Financial, an estimated $8.01M added.
  • The largest TappAlpha S&P 500 Growth & Daily Income ETF seller in Q3 2025 was Simplex Trading, an estimated $166K sold.

Based on aggregated 13F filings for Q3 2025.