AXS Esoterica NextG Economy ETF
WUGI
11 hedge funds and large institutions have $1.66M invested in AXS Esoterica NextG Economy ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
10% more funds holding
Funds holding: 10 → 11 (+1)
5.19% less ownership
Funds ownership: 10.18% → 4.98% (-5.2%)
47% less capital invested
Capital invested by funds: $3.15M → $1.66M (-$1.49M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$287K |
| 2 |
MAG
Members Advisory Group
Williamsville,
New York
|
+$186K |
| 3 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$30.3K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$6.37K |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$1.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.38M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$447K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$336K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$10.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
1
WealthBridge Capital Management
Westerville,
Ohio
| $758K | +$30.3K | +475 | +5% |
|
|
2
Citadel Advisors
Miami,
Florida
| $334K | -$336K | -5,276 | -52% |
|
|
PFA
3
Pinnacle Family Advisors
Springfield,
Missouri
| $313K | +$287K | +4,500 | New |
|
|
MAG
4
Members Advisory Group
Williamsville,
New York
| $203K | +$186K | +2,913 | New |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $34.8K | – | – | – |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $6.96K | +$6.37K | +100 | New |
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $6.93K | – | – | – |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $3.48K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $2.44K | – | – | – |
|
|
VWM
10
Venturi Wealth Management
Austin,
Texas
| $1.32K | +$1.21K | +19 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $696 | -$2.04K | -32 | -76% |
|
|
12
Jane Street
New York
| – | -$1.38M | -22,277 | Closed |
|
|
13
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$447K | -7,224 | Closed |
|
|
ACA
14
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$10.4K | -168 | Closed |
|
WUGI Hedge Fund Activity: Q2 2024 in Review
11 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AXS Esoterica NextG Economy ETF (WUGI) for Q2 2024, worth a combined $1.66M — down 47% from $3.15M 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 2 trimmed.
The largest buyer was Pinnacle Family Advisors, opening a new position worth an estimated $287K. The largest seller was Jane Street, exiting entirely with an estimated $1.38M sold.
- 11 institutional investors held AXS Esoterica NextG Economy ETF (WUGI) as of Q2 2024, up from 10 in Q1 2024.
- Funds reported $1.66M of AXS Esoterica NextG Economy ETF stock for Q2 2024, down 47% quarter-over-quarter.
- 4 funds opened new AXS Esoterica NextG Economy ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
- The largest AXS Esoterica NextG Economy ETF buyer in Q2 2024 was Pinnacle Family Advisors, an estimated $287K added.
- The largest AXS Esoterica NextG Economy ETF seller in Q2 2024 was Jane Street, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2024.