AXS Esoterica NextG Economy ETF
WUGI
12 hedge funds and large institutions have $3.57M invested in AXS Esoterica NextG Economy ETF in 2024 Q3 according to their latest regulatory filings, with 2 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
114% more capital invested
Capital invested by funds: $1.66M → $3.57M (+$1.9M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
6.25% more ownership
Funds ownership: 4.98% → 11.23% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.42M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$552K |
| 3 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$17.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.54K |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$3.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$203K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.49M | +$1.42M | +21,072 | New |
|
|
WCM
2
WealthBridge Capital Management
Westerville,
Ohio
| $787K | +$17.8K | +264 | +2% |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $579K | +$552K | +8,200 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $327K | -$10.8K | -160 | -3% |
|
|
PFA
5
Pinnacle Family Advisors
Springfield,
Missouri
| $321K | +$3.37K | +50 | +1% |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $35.3K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $7.55K | +$6.54K | +97 | +970% |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $7.05K | – | – | – |
|
9
National Bank of Canada
Montreal,
Quebec, Canada
| $7.05K | – | – | – |
|
|
PS
10
Principal Securities
Des Moines,
Iowa
| $3.53K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $2.47K | – | – | – |
|
|
VWM
12
Venturi Wealth Management
Austin,
Texas
| $1.83K | +$472 | +7 | +37% |
|
|
MAG
13
Members Advisory Group
Williamsville,
New York
| – | -$203K | -2,913 | Closed |
|
WUGI Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AXS Esoterica NextG Economy ETF (WUGI) for Q3 2024, worth a combined $3.57M — up 114% from $1.66M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WUGI positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.42M. The largest seller was Members Advisory Group, exiting entirely with an estimated $203K sold.
- 12 institutional investors held AXS Esoterica NextG Economy ETF (WUGI) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $3.57M of AXS Esoterica NextG Economy ETF stock for Q3 2024, up 114% quarter-over-quarter.
- 2 funds opened new AXS Esoterica NextG Economy ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest AXS Esoterica NextG Economy ETF buyer in Q3 2024 was Jane Street, an estimated $1.42M added.
- The largest AXS Esoterica NextG Economy ETF seller in Q3 2024 was Members Advisory Group, an estimated $203K sold.
Based on aggregated 13F filings for Q3 2024.