AXS Esoterica NextG Economy ETF
WUGI
10 hedge funds and large institutions have $3.15M invested in AXS Esoterica NextG Economy ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more capital invested
Capital invested by funds: $2.37M → $3.15M (+$780K)
11% more funds holding
Funds holding: 9 → 10 (+1)
0.55% more ownership
Funds ownership: 9.63% → 10.18% (+0.55%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$582K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$417K |
| 3 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$137K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$28.9K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$292K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$275K |
| 3 |
Jane Street
New York
|
-$140K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$80.9K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$76.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.38M | -$140K | -2,431 | -10% |
|
|
WCM
2
WealthBridge Capital Management
Westerville,
Ohio
| $645K | +$137K | +2,377 | +30% |
|
|
3
Citadel Advisors
Miami,
Florida
| $624K | +$582K | +10,070 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $447K | +$417K | +7,224 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $31K | +$28.9K | +500 | New |
|
|
ACA
6
Aptus Capital Advisors
Fairhope,
Alabama
| $10.4K | +$9.7K | +168 | New |
|
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $6.14K | -$76.9K | -1,331 | -93% |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $3.1K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.6K | -$80.9K | -1,401 | -97% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $2.17K | -$275K | -4,753 | -99% |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$292K | -5,637 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$3.85K | -75 | Closed |
|
|
VWM
13
Venturi Wealth Management
Austin,
Texas
| – | -$1.69K | -33 | Closed |
|
WUGI Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AXS Esoterica NextG Economy ETF (WUGI) for Q1 2024, worth a combined $3.15M — up 33% from $2.37M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WUGI positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $582K. The largest seller was Bank of Montreal, exiting entirely with an estimated $292K sold.
- 10 institutional investors held AXS Esoterica NextG Economy ETF (WUGI) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $3.15M of AXS Esoterica NextG Economy ETF stock for Q1 2024, up 33% quarter-over-quarter.
- 4 funds opened new AXS Esoterica NextG Economy ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest AXS Esoterica NextG Economy ETF buyer in Q1 2024 was Citadel Advisors, an estimated $582K added.
- The largest AXS Esoterica NextG Economy ETF seller in Q1 2024 was Bank of Montreal, an estimated $292K sold.
Based on aggregated 13F filings for Q1 2024.