Peerless Option Income Wheel ETF
WEEL
6 hedge funds and large institutions have $8.13M invested in Peerless Option Income Wheel ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
110% more capital invested
Capital invested by funds: $3.88M → $8.13M (+$4.26M)
50% more funds holding
Funds holding: 4 → 6 (+2)
10.27% more ownership
Funds ownership: 21.53% → 31.81% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.48M |
| 2 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$445K |
| 3 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$282K |
| 4 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$94.5K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$11.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$580 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
1
Brinker Capital Investments
Berwyn,
Pennsylvania
| $6.61M | +$3.48M | +170,778 | +107% |
|
|
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $549K | +$94.5K | +4,639 | +20% |
|
|
GSIAS
3
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $438K | +$445K | +21,850 | New |
|
|
EFA
4
Evernest Financial Advisors
Carmel,
Indiana
| $280K | +$282K | +13,866 | New |
|
|
SOS
5
Silver Oak Securities
Jackson,
Tennessee
| $253K | +$11.4K | +558 | +5% |
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.22K | +$1.24K | +61 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$580 | -29 | Closed |
|
WEEL Hedge Fund Activity: Q4 2025 in Review
6 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Peerless Option Income Wheel ETF (WEEL) for Q4 2025, worth a combined $8.13M — up 110% from $3.88M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WEEL positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $3.48M. The largest seller was UBS Group, exiting entirely with an estimated $580 sold.
- 6 institutional investors held Peerless Option Income Wheel ETF (WEEL) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $8.13M of Peerless Option Income Wheel ETF stock for Q4 2025, up 110% quarter-over-quarter.
- 3 funds opened new Peerless Option Income Wheel ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Peerless Option Income Wheel ETF buyer in Q4 2025 was Brinker Capital Investments, an estimated $3.48M added.
- The largest Peerless Option Income Wheel ETF seller in Q4 2025 was UBS Group, an estimated $580 sold.
Based on aggregated 13F filings for Q4 2025.