Opportunistic Trader ETF
WZRD
3 hedge funds and large institutions have $2.74M invested in Opportunistic Trader ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
8.72% less ownership
Funds ownership: 47.54% → 38.81% (-8.7%)
40% less funds holding
Funds holding: 5 → 3 (-2)
63% less capital invested
Capital invested by funds: $7.33M → $2.74M (-$4.59M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFPG
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
+$446K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.46M |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$4.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFPG
1
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
| $2.62M | +$446K | +25,000 | +21% |
|
|
AC
2
Apella Capital
West Hartford,
Connecticut
| $117K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $4.59K | +$3.73K | +209 | +464% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| – | -$4.46M | -202,518 | Closed |
|
|
EWA
5
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$4.19K | -190 | Closed |
|
WZRD Hedge Fund Activity: Q1 2026 in Review
3 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Opportunistic Trader ETF (WZRD) for Q1 2026, worth a combined $2.74M — down 63% from $7.33M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WZRD and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Pinnacle Financial Partners (Georgia), adding an estimated $446K. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.46M sold.
- 3 institutional investors held Opportunistic Trader ETF (WZRD) as of Q1 2026, down from 5 in Q4 2025.
- Funds reported $2.74M of Opportunistic Trader ETF stock for Q1 2026, down 63% quarter-over-quarter.
- 0 funds opened new Opportunistic Trader ETF positions in Q1 2026 and 2 closed out, a net change of -2 holders.
- The largest Opportunistic Trader ETF buyer in Q1 2026 was Pinnacle Financial Partners (Georgia), an estimated $446K added.
- The largest Opportunistic Trader ETF seller in Q1 2026 was HighTower Advisors, an estimated $4.46M sold.
Based on aggregated 13F filings for Q1 2026.