AXS Esoterica NextG Economy ETF
WUGI
10 hedge funds and large institutions have $4.63M invested in AXS Esoterica NextG Economy ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
30% more capital invested
Capital invested by funds: $3.57M → $4.63M (+$1.07M)
2.08% more ownership
Funds ownership: 11.23% → 13.31% (+2.1%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 12 → 10 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$78.9K |
| 3 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$44K |
| 4 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$30.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.49M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$579K |
| 3 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
-$77.9K |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$67.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $3.42M | +$3.17M | +42,577 | +919% |
|
|
WCM
2
WealthBridge Capital Management
Westerville,
Ohio
| $733K | -$77.9K | -1,046 | -9% |
|
|
PFA
3
Pinnacle Family Advisors
Springfield,
Missouri
| $265K | -$67.1K | -900 | -20% |
|
|
4
UBS Group
Zurich,
Switzerland
| $84.5K | +$78.9K | +1,059 | +990% |
|
|
KIM
5
Kestra Investment Management
Austin,
Texas
| $42.8K | +$44K | +591 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $36.3K | – | – | – |
|
|
CIA
7
Cape Investment Advisory
Mcdonough,
Georgia
| $29.7K | +$30.6K | +410 | New |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $7.25K | – | – | – |
|
9
National Bank of Canada
Montreal,
Quebec, Canada
| $7.25K | – | – | – |
|
|
PS
10
Principal Securities
Des Moines,
Iowa
| $3.63K | – | – | – |
|
|
11
Jane Street
New York
| – | -$1.49M | -21,072 | Closed |
|
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$579K | -8,200 | Closed |
|
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.47K | -35 | Closed |
|
|
VWM
14
Venturi Wealth Management
Austin,
Texas
| – | -$1.83K | -26 | Closed |
|
WUGI Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AXS Esoterica NextG Economy ETF (WUGI) for Q4 2024, worth a combined $4.63M — up 30% from $3.57M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WUGI and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, adding an estimated $3.17M. The largest seller was Jane Street, exiting entirely with an estimated $1.49M sold.
- 10 institutional investors held AXS Esoterica NextG Economy ETF (WUGI) as of Q4 2024, down from 12 in Q3 2024.
- Funds reported $4.63M of AXS Esoterica NextG Economy ETF stock for Q4 2024, up 30% quarter-over-quarter.
- 2 funds opened new AXS Esoterica NextG Economy ETF positions in Q4 2024 and 4 closed out, a net change of -2 holders.
- The largest AXS Esoterica NextG Economy ETF buyer in Q4 2024 was Citadel Advisors, an estimated $3.17M added.
- The largest AXS Esoterica NextG Economy ETF seller in Q4 2024 was Jane Street, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2024.