Vesper US Large Cap Short-Term Reversal Strategy ETF
UTRN
UTRN was delisted on the 25th of March, 2025.
13 hedge funds and large institutions have $9.1M invested in Vesper US Large Cap Short-Term Reversal Strategy ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 0 closing their positions.
18% more funds holding
Funds holding: 11 → 13 (+2)
9% more capital invested
Capital invested by funds: $8.37M → $9.1M (+$731K)
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$941K |
| 2 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
+$101K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$41.5K |
| 4 |
Morgan Stanley
New York
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$503K |
| 2 |
Jane Street
New York
|
-$236K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$73.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$68.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$58.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.08M | -$68.5K | -2,259 | -2% |
|
|
CPIG
2
Chicago Partners Investment Group
Chicago,
Illinois
| $2.06M | +$941K | +31,037 | +100% |
|
|
GVAG
3
Great Valley Advisor Group
Wilmington,
Delaware
| $1.1M | -$503K | -16,589 | -32% |
|
|
SPC
4
Sigma Planning Corp
Ann Arbor,
Michigan
| $723K | +$41.5K | +1,368 | +6% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $682K | -$73.3K | -2,417 | -10% |
|
|
6
Jane Street
New York
| $571K | -$236K | -7,775 | -30% |
|
7
LPL Financial
San Diego,
California
| $526K | -$485 | -16 | -0.1% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $220K | -$58.4K | -1,927 | -22% |
|
|
CWAF
9
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $104K | +$101K | +3,320 | New |
|
|
10
Morgan Stanley
New York
| $18K | +$17K | +562 | New |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| $10K | -$38.1K | -1,256 | -79% |
|
12
UBS Group
Zurich,
Switzerland
| $6K | -$37.1K | -1,223 | -86% |
|
13
Wells Fargo
San Francisco,
California
| – | -$61 | -2 | -67% |
|
UTRN Hedge Fund Activity: Q1 2021 in Review
13 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) for Q1 2021, worth a combined $9.1M — up 8.7% from $8.37M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UTRN positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 9 trimmed.
The largest buyer was Chicago Partners Investment Group, adding an estimated $941K. The largest seller was Great Valley Advisor Group, cutting an estimated $503K.
- 13 institutional investors held Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) as of Q1 2021, up from 11 in Q4 2020.
- Funds reported $9.1M of Vesper US Large Cap Short-Term Reversal Strategy ETF stock for Q1 2021, up 8.7% quarter-over-quarter.
- 2 funds opened new Vesper US Large Cap Short-Term Reversal Strategy ETF positions in Q1 2021 and 0 closed out, a net change of +2 holders.
- The largest Vesper US Large Cap Short-Term Reversal Strategy ETF buyer in Q1 2021 was Chicago Partners Investment Group, an estimated $941K added.
- The largest Vesper US Large Cap Short-Term Reversal Strategy ETF seller in Q1 2021 was Great Valley Advisor Group, an estimated $503K sold.
Based on aggregated 13F filings for Q1 2021.