Trajan Wealth Income Opportunities ETF
TWIO
TWIO was delisted on the 17th of January, 2025.
3 hedge funds and large institutions have $702K invested in Trajan Wealth Income Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
155% more capital invested
Capital invested by funds: $275K → $702K (+$427K)
1.38% more ownership
Funds ownership: 0.85% → 2.23% (+1.4%)
25% less funds holding
Funds holding: 4 → 3 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$263K |
| 2 |
JP Morgan Chase
New York
|
+$197K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$119K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.37K |
TWIO Hedge Fund Activity: Q2 2023 in Review
3 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in Trajan Wealth Income Opportunities ETF (TWIO) for Q2 2023, worth a combined $702K — up 155% from $275K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TWIO and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Jane Street, opening a new position worth an estimated $263K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $119K sold.
- 3 institutional investors held Trajan Wealth Income Opportunities ETF (TWIO) as of Q2 2023, down from 4 in Q1 2023.
- Funds reported $702K of Trajan Wealth Income Opportunities ETF stock for Q2 2023, up 155% quarter-over-quarter.
- 2 funds opened new Trajan Wealth Income Opportunities ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Trajan Wealth Income Opportunities ETF buyer in Q2 2023 was Jane Street, an estimated $263K added.
- The largest Trajan Wealth Income Opportunities ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $119K sold.
Based on aggregated 13F filings for Q2 2023.