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TSPY

TappAlpha S&P 500 Growth & Daily Income ETF

18 hedge funds and large institutions have $16.1M invested in TappAlpha S&P 500 Growth & Daily Income ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

29% more funds holding

Funds holding: 1418 (+4)

2% less capital invested

Capital invested by funds: $16.5M → $16.1M (-$351K)

7.71% less ownership

Funds ownership: 17.68%9.97% (-7.7%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Summit Financial
New Jersey
$8.52M +$282K +11,081 +3%
TCM
2
Triumph Capital Management
Colorado
$1.61M -$28.1K -1,103 -2%
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.49M +$32.2K +1,266 +2%
MAMG
4
Milestone Asset Management Group
Connecticut
$1.39M +$253K +9,928 +22%
Jane Street
5
Jane Street
New York
$952K +$422K +16,570 +80%
AWA
6
Arete Wealth Advisors
Illinois
$500K -$15.9K -624 -3%
CCM
7
Cloud Capital Management
Washington
$485K +$21.5K +847 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$411K
USCWA
9
U.S. Capital Wealth Advisors
Texas
$362K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$210K +$210K +8,251 New
SPIA
11
Steward Partners Investment Advisory
New York
$110K +$110K +4,320 New
Osaic Holdings
12
Osaic Holdings
Arizona
$37K +$36.9K +1,450 New
POIA
13
Pin Oak Investment Advisors
Texas
$19K +$17.8K +700 +1,400%
TAM
14
Tucker Asset Management
Colorado
$9.82K +$814 +32 +9%
RFP
15
Root Financial Partners
California
$8.85K +$8.83K +347 New
UBS Group
16
UBS Group
Switzerland
$510 +$509 +20 New
AUB
17
Atlantic Union Bankshares
Virginia
$306 +$305 +12 New
Wells Fargo
18
Wells Fargo
California
$24 +$25 +1 New
OMC
19
Old Mission Capital
Illinois
-$914K -35,689 Closed
GS
20
GTS Securities
New York
-$729K -28,474 Closed
Simplex Trading
21
Simplex Trading
Illinois
-$6K -250 Closed

TSPY Hedge Fund Activity: Q4 2025 in Review

18 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) for Q4 2025, worth a combined $16.1M — down 2.1% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSPY positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, adding an estimated $422K. The largest seller was Old Mission Capital, exiting entirely with an estimated $914K sold.

  • 18 institutional investors held TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $16.1M of TappAlpha S&P 500 Growth & Daily Income ETF stock for Q4 2025, down 2.1% quarter-over-quarter.
  • 7 funds opened new TappAlpha S&P 500 Growth & Daily Income ETF positions in Q4 2025 and 3 closed out, a net change of +4 holders.
  • The largest TappAlpha S&P 500 Growth & Daily Income ETF buyer in Q4 2025 was Jane Street, an estimated $422K added.
  • The largest TappAlpha S&P 500 Growth & Daily Income ETF seller in Q4 2025 was Old Mission Capital, an estimated $914K sold.

Based on aggregated 13F filings for Q4 2025.