UPAR Ultra Risk Parity ETF
UPAR
6 hedge funds and large institutions have $41.6M invested in UPAR Ultra Risk Parity ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
89% more capital invested
Capital invested by funds: $21.9M → $41.6M (+$19.6M)
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22.75% less ownership
Funds ownership: 57.9% → 35.15% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARIS
Advanced Research Investment Solutions
Los Angeles,
California
|
+$17M |
| 2 |
Jane Street
New York
|
+$2.57M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$236K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$2.65M |
| 2 |
JP Morgan Chase
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARIS
1
Advanced Research Investment Solutions
Los Angeles,
California
| $34.1M | +$17M | +1,296,269 | +103% |
|
|
EW
2
Evoke Wealth
Los Angeles,
California
| $4.58M | -$2.65M | -202,443 | -37% |
|
|
3
Jane Street
New York
| $2.61M | +$2.57M | +195,813 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $240K | +$236K | +18,000 | New |
|
|
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $24.9K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $18.7K | +$14.4K | +1,095 | +353% |
|
|
7
JP Morgan Chase
New York
| – | -$1K | -58 | Closed |
|
UPAR Hedge Fund Activity: Q4 2022 in Review
6 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UPAR Ultra Risk Parity ETF (UPAR) for Q4 2022, worth a combined $41.6M — up 89% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UPAR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Advanced Research Investment Solutions, adding an estimated $17M. The largest seller was Evoke Wealth, cutting an estimated $2.65M.
- 6 institutional investors held UPAR Ultra Risk Parity ETF (UPAR) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $41.6M of UPAR Ultra Risk Parity ETF stock for Q4 2022, up 89% quarter-over-quarter.
- 2 funds opened new UPAR Ultra Risk Parity ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest UPAR Ultra Risk Parity ETF buyer in Q4 2022 was Advanced Research Investment Solutions, an estimated $17M added.
- The largest UPAR Ultra Risk Parity ETF seller in Q4 2022 was Evoke Wealth, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2022.