UPAR Ultra Risk Parity ETF
UPAR
6 hedge funds and large institutions have $36.6M invested in UPAR Ultra Risk Parity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more funds holding
Funds holding: 4 → 6 (+2)
6.44% more ownership
Funds ownership: 50.21% → 56.65% (+6.4%)
14% less capital invested
Capital invested by funds: $42.7M → $36.6M (-$6.05M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$559K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$439K |
| 3 |
Simplex Trading
Chicago,
Illinois
|
+$89.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$1.27M |
| 2 |
Jane Street
New York
|
-$740K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$519 |
| 4 |
Morgan Stanley
New York
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EW
1
Evoke Wealth
Los Angeles,
California
| $34M | -$1.27M | -91,167 | -3% |
|
|
2
Jane Street
New York
| $1.3M | -$740K | -53,102 | -35% |
|
|
3
Citadel Advisors
Miami,
Florida
| $519K | +$559K | +40,139 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $407K | +$439K | +31,499 | New |
|
|
MPW
5
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| $282K | +$304K | +21,842 | New |
|
|
6
Simplex Trading
Chicago,
Illinois
| $82K | +$89.1K | +6,390 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$519 | -35 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$25 | -1 | Closed |
|
UPAR Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UPAR Ultra Risk Parity ETF (UPAR) for Q4 2024, worth a combined $36.6M — down 14% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPAR positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $559K. The largest seller was Evoke Wealth, cutting an estimated $1.27M.
- 6 institutional investors held UPAR Ultra Risk Parity ETF (UPAR) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $36.6M of UPAR Ultra Risk Parity ETF stock for Q4 2024, down 14% quarter-over-quarter.
- 4 funds opened new UPAR Ultra Risk Parity ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest UPAR Ultra Risk Parity ETF buyer in Q4 2024 was Citadel Advisors, an estimated $559K added.
- The largest UPAR Ultra Risk Parity ETF seller in Q4 2024 was Evoke Wealth, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2024.