UPAR Ultra Risk Parity ETF
UPAR
4 hedge funds and large institutions have $42.7M invested in UPAR Ultra Risk Parity ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
251% more capital invested
Capital invested by funds: $12.2M → $42.7M (+$30.5M)
35.26% more ownership
Funds ownership: 14.95% → 50.21% (+35%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$26.7M |
| 2 |
Jane Street
New York
|
+$1.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$495 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EW
1
Evoke Wealth
Los Angeles,
California
| $40.4M | +$26.7M | +1,886,673 | +225% |
|
|
2
Jane Street
New York
| $2.27M | +$1.43M | +101,005 | +193% |
|
|
3
UBS Group
Zurich,
Switzerland
| $519 | +$495 | +35 | New |
|
4
Morgan Stanley
New York
| $25 | – | – | – |
|
|
HF
5
HRT Financial
New York
| – | -$165K | -12,244 | Closed |
|
UPAR Hedge Fund Activity: Q3 2024 in Review
4 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UPAR Ultra Risk Parity ETF (UPAR) for Q3 2024, worth a combined $42.7M — up 251% from $12.2M a quarter earlier.
Fund positioning in UPAR was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Evoke Wealth, adding an estimated $26.7M. The largest seller was HRT Financial, exiting entirely with an estimated $165K sold.
- 4 institutional investors held UPAR Ultra Risk Parity ETF (UPAR) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $42.7M of UPAR Ultra Risk Parity ETF stock for Q3 2024, up 251% quarter-over-quarter.
- 1 fund opened new UPAR Ultra Risk Parity ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest UPAR Ultra Risk Parity ETF buyer in Q3 2024 was Evoke Wealth, an estimated $26.7M added.
- The largest UPAR Ultra Risk Parity ETF seller in Q3 2024 was HRT Financial, an estimated $165K sold.
Based on aggregated 13F filings for Q3 2024.