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UGCE

Uncommon Portfolio Design Core Equity ETF
UGCE

Delisted

UGCE was delisted on the 22nd of July, 2022.

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2 hedge funds and large institutions have $32.7M invested in Uncommon Portfolio Design Core Equity ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

363,144% more capital invested

Capital invested by funds: $9K → $32.7M (+$32.7M)

100% more funds holding

Funds holding: 1 → 2 (+1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$32.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$32.7M +$32.2M +1,259,197 New
UBS Group
2
UBS Group
Switzerland
$4K -$4.17K -163 -51%

UGCE Hedge Fund Activity: Q1 2022 in Review

2 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Uncommon Portfolio Design Core Equity ETF (UGCE) for Q1 2022, worth a combined $32.7M — up 363,144% from $9K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UGCE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $32.2M. The largest seller was UBS Group, cutting an estimated $4.17K.

  • 2 institutional investors held Uncommon Portfolio Design Core Equity ETF (UGCE) as of Q1 2022, up from 1 in Q4 2021.
  • Funds reported $32.7M of Uncommon Portfolio Design Core Equity ETF stock for Q1 2022, up 363,144% quarter-over-quarter.
  • 1 fund opened new Uncommon Portfolio Design Core Equity ETF positions in Q1 2022 and 0 closed out, a net change of +1 holder.
  • The largest Uncommon Portfolio Design Core Equity ETF buyer in Q1 2022 was Geneos Wealth Management, an estimated $32.2M added.
  • The largest Uncommon Portfolio Design Core Equity ETF seller in Q1 2022 was UBS Group, an estimated $4.17K sold.

Based on aggregated 13F filings for Q1 2022.