Peerless Option Income Wheel ETF
WEEL
6 hedge funds and large institutions have $7.7M invested in Peerless Option Income Wheel ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5% less capital invested
Capital invested by funds: $8.13M → $7.7M (-$437K)
6.67% less ownership
Funds ownership: 31.81% → 25.13% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$829K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$220K |
| 3 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$79.8K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$60.7K |
| 5 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$8.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.39M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
1
Brinker Capital Investments
Berwyn,
Pennsylvania
| $5.06M | -$1.39M | -69,156 | -21% |
|
|
GSIAS
2
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $1.22M | +$829K | +41,175 | +188% |
|
|
CCM
3
Crew Capital Management
Cincinnati,
Ohio
| $609K | +$79.8K | +3,964 | +14% |
|
|
SOS
4
Silver Oak Securities
Jackson,
Tennessee
| $304K | +$60.7K | +3,015 | +24% |
|
|
EFA
5
Evernest Financial Advisors
Carmel,
Indiana
| $290K | +$8.74K | +434 | +3% |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $212K | +$220K | +10,936 | New |
|
|
7
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.22K | -61 | Closed |
|
WEEL Hedge Fund Activity: Q1 2026 in Review
6 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Peerless Option Income Wheel ETF (WEEL) for Q1 2026, worth a combined $7.7M — down 5.4% from $8.13M a quarter earlier.
Fund positioning in WEEL was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Garden State Investment Advisory Services, adding an estimated $829K. The largest seller was Brinker Capital Investments, cutting an estimated $1.39M.
- 6 institutional investors held Peerless Option Income Wheel ETF (WEEL) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $7.7M of Peerless Option Income Wheel ETF stock for Q1 2026, down 5.4% quarter-over-quarter.
- 1 fund opened new Peerless Option Income Wheel ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Peerless Option Income Wheel ETF buyer in Q1 2026 was Garden State Investment Advisory Services, an estimated $829K added.
- The largest Peerless Option Income Wheel ETF seller in Q1 2026 was Brinker Capital Investments, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2026.