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TappAlpha S&P 500 Growth & Daily Income ETF

28 hedge funds and large institutions have $29.7M invested in TappAlpha S&P 500 Growth & Daily Income ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

84% more capital invested

Capital invested by funds: $16.1M → $29.7M (+$13.6M)

56% more funds holding

Funds holding: 1828 (+10)

2.32% more ownership

Funds ownership: 9.97%12.29% (+2.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $280K

Holders
28
Holders Change
+10
Holders Change %
+55.56%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
11
Reduced
1
Closed
4
Calls
Puts
$280K
Net Calls
-$280K
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Clear Street
New York
$12.8M +$13.8M +554,049 New
SF
2
Summit Financial
New Jersey
$8.28M +$486K +19,564 +6%
TCM
3
Triumph Capital Management
Colorado
$1.56M +$86.3K +3,476 +5%
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.56M +$215K +8,657 +15%
MAMG
5
Milestone Asset Management Group
Connecticut
$1.37M +$114K +4,584 +8%
AWA
6
Arete Wealth Advisors
Illinois
$895K +$473K +19,054 +97%
CCM
7
Cloud Capital Management
Washington
$553K +$115K +4,633 +24%
CPIG
8
Chicago Partners Investment Group
Illinois
$452K +$449K +18,074 New
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$377K +$404K +16,267 New
USCWA
10
U.S. Capital Wealth Advisors
Texas
$347K +$20K +807 +6%
KWM
11
Kingsview Wealth Management
Oregon
$311K +$334K +13,454 New
SA
12
Sanctuary Advisors
Indiana
$308K +$330K +13,284 New
OMC
13
Old Mission Capital
Illinois
$239K +$256K +10,307 New
SPIA
14
Steward Partners Investment Advisory
New York
$154K +$57.7K +2,324 +54%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$118K +$127K +5,115 New
FFA
16
Farther Finance Advisors
California
$106K +$114K +4,581 New
Simplex Trading
17
Simplex Trading
Illinois
$75.3K +$80.7K +3,251 New
EIPL
18
Essential Investment Partners LLC
Colorado
$68.7K +$73.6K +2,966 New
Osaic Holdings
19
Osaic Holdings
Arizona
$45.1K +$12.4K +500 +34%
SC
20
Swan Capital
Florida
$22.2K +$23.8K +958 New
POIA
21
Pin Oak Investment Advisors
Texas
$20K +$2.48K +100 +13%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$16.2K +$17.4K +700 New
JP Morgan Chase
23
JP Morgan Chase
New York
$2.28K +$2.48K +100 New
UBS Group
24
UBS Group
Switzerland
$833 +$397 +16 +80%
RFP
25
Root Financial Partners
California
$741 -$7.82K -315 -91%