UPAR Ultra Risk Parity ETF
UPAR
5 hedge funds and large institutions have $21.9M invested in UPAR Ultra Risk Parity ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.35% less ownership
Funds ownership: 62.25% → 57.9% (-4.4%)
8% less capital invested
Capital invested by funds: $23.8M → $21.9M (-$1.84M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARIS
Advanced Research Investment Solutions
Los Angeles,
California
|
+$3.31M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$444K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.49K |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.91K |
| 5 |
JP Morgan Chase
New York
|
+$840 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARIS
1
Advanced Research Investment Solutions
Los Angeles,
California
| $15.3M | +$3.31M | +228,549 | +22% |
|
|
EW
2
Evoke Wealth
Los Angeles,
California
| $6.62M | +$444K | +30,637 | +6% |
|
|
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $22.7K | +$3.91K | +270 | +17% |
|
|
4
UBS Group
Zurich,
Switzerland
| $4K | +$4.49K | +310 | New |
|
|
5
JP Morgan Chase
New York
| $1K | +$840 | +58 | New |
|
|
6
Jane Street
New York
| – | -$1.4M | -97,234 | Closed |
|
UPAR Hedge Fund Activity: Q3 2022 in Review
5 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UPAR Ultra Risk Parity ETF (UPAR) for Q3 2022, worth a combined $21.9M — down 7.7% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UPAR positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Advanced Research Investment Solutions, adding an estimated $3.31M. The largest seller was Jane Street, exiting entirely with an estimated $1.4M sold.
- 5 institutional investors held UPAR Ultra Risk Parity ETF (UPAR) as of Q3 2022, up from 4 in Q2 2022.
- Funds reported $21.9M of UPAR Ultra Risk Parity ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
- 2 funds opened new UPAR Ultra Risk Parity ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest UPAR Ultra Risk Parity ETF buyer in Q3 2022 was Advanced Research Investment Solutions, an estimated $3.31M added.
- The largest UPAR Ultra Risk Parity ETF seller in Q3 2022 was Jane Street, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2022.