We are live on ! Find out more
WCEO

Hypatia Women CEO ETF
WCEO

7 hedge funds and large institutions have $122K invested in Hypatia Women CEO ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $107K → $122K (+$14.7K)

0% more funds holding

Funds holding: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.19% less ownership

Funds ownership: 3.44% → 3.26% (-0.19%)

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWA
Heritage Wealth Advisors
Virginia
+$2.7K
2
SC
Stephens Consulting
Michigan
+$2.1K

Top Sellers

Rank Fund Capital Flow
1
AWM
Abound Wealth Management
Tennessee
-$1.08K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1
Private Wealth Management Group
New Jersey
$65.6K – – –
SC
2
Stephens Consulting
Michigan
$30.3K +$2.1K +70 +8%
NSIM
3
North Star Investment Management
Illinois
$12.8K – – –
HI
4
Harbour Investments
Wisconsin
$5.04K – – –
ADL
5
Asset Dedication LLC
California
$3.06K – – –
HWA
6
Heritage Wealth Advisors
Virginia
$2.81K +$2.7K +90 New
TFA
7
Toth Financial Advisory
Virginia
$2.5K – – –
AWM
8
Abound Wealth Management
Tennessee
– -$1.08K -38 Closed

WCEO Hedge Fund Activity: Q3 2024 in Review

7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hypatia Women CEO ETF (WCEO) for Q3 2024, worth a combined $122K — up 14% from $107K a quarter earlier.

Fund positioning in WCEO was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Heritage Wealth Advisors, opening a new position worth an estimated $2.7K. The largest seller was Abound Wealth Management, exiting entirely with an estimated $1.08K sold.

  • 7 institutional investors held Hypatia Women CEO ETF (WCEO) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $122K of Hypatia Women CEO ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 1 fund opened new Hypatia Women CEO ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest Hypatia Women CEO ETF buyer in Q3 2024 was Heritage Wealth Advisors, an estimated $2.7K added.
  • The largest Hypatia Women CEO ETF seller in Q3 2024 was Abound Wealth Management, an estimated $1.08K sold.

Based on aggregated 13F filings for Q3 2024.