UPAR Ultra Risk Parity ETF
UPAR
8 hedge funds and large institutions have $22.4M invested in UPAR Ultra Risk Parity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
16% more capital invested
Capital invested by funds: $19.4M → $22.4M (+$3.07M)
3.02% more ownership
Funds ownership: 29.08% → 32.1% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARIS
Advanced Research Investment Solutions
Los Angeles,
California
|
+$1.98M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$891K |
| 3 |
Jane Street
New York
|
+$463K |
| 4 |
LC
Lindbrook Capital
Calabasas,
California
|
+$294K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$81.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$70.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARIS
1
Advanced Research Investment Solutions
Los Angeles,
California
| $14.5M | +$1.98M | +141,253 | +16% |
|
|
EW
2
Evoke Wealth
Los Angeles,
California
| $6.67M | +$891K | +63,556 | +15% |
|
|
3
Jane Street
New York
| $457K | +$463K | +32,997 | New |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $355K | +$9.76K | +696 | +3% |
|
|
LC
5
Lindbrook Capital
Calabasas,
California
| $291K | +$294K | +21,000 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $111K | -$70.1K | -5,000 | -38% |
|
|
7
UBS Group
Zurich,
Switzerland
| $80.6K | +$81.6K | +5,822 | New |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $25.9K | – | – | – |
|
UPAR Hedge Fund Activity: Q2 2023 in Review
8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UPAR Ultra Risk Parity ETF (UPAR) for Q2 2023, worth a combined $22.4M — up 16% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UPAR positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Advanced Research Investment Solutions, adding an estimated $1.98M. The largest seller was Osaic Holdings, cutting an estimated $70.1K.
- 8 institutional investors held UPAR Ultra Risk Parity ETF (UPAR) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $22.4M of UPAR Ultra Risk Parity ETF stock for Q2 2023, up 16% quarter-over-quarter.
- 3 funds opened new UPAR Ultra Risk Parity ETF positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest UPAR Ultra Risk Parity ETF buyer in Q2 2023 was Advanced Research Investment Solutions, an estimated $1.98M added.
- The largest UPAR Ultra Risk Parity ETF seller in Q2 2023 was Osaic Holdings, an estimated $70.1K sold.
Based on aggregated 13F filings for Q2 2023.