Zega Buy & Hedge ETF
ZHDG
7 hedge funds and large institutions have $95.1M invested in Zega Buy & Hedge ETF in 2021 Q4 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
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $77.1M → $95.1M (+$18M)
17% more funds holding
Funds holding: 6 → 7 (+1)
6.45% less ownership
Funds ownership: 95.94% → 89.49% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$5.56M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.25M |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$1.79M |
| 4 |
Jane Street
New York
|
+$979K |
| 5 |
SC
Sepio Capital
Salt Lake City,
Utah
|
+$886K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$548K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $38.6M | +$4.25M | +205,274 | +13% |
|
|
M1FG
2
Mach-1 Financial Group
Rogers,
Arkansas
| $34M | +$1.79M | +86,404 | +6% |
|
|
ACG
3
Allen Capital Group
Grand Island,
Nebraska
| $19.7M | +$5.56M | +268,822 | +40% |
|
|
4
Jane Street
New York
| $997K | +$979K | +47,363 | New |
|
|
SC
5
Sepio Capital
Salt Lake City,
Utah
| $901K | +$886K | +42,833 | New |
|
|
RFM
6
Royal Fund Management
Lady Lake,
Florida
| $678K | +$198K | +9,569 | +42% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $238K | -$548K | -26,520 | -70% |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$1K | -59 | Closed |
|
ZHDG Hedge Fund Activity: Q4 2021 in Review
7 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q4 2021, worth a combined $95.1M — up 23% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ZHDG positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Allen Capital Group, adding an estimated $5.56M. The largest seller was Old Mission Capital, cutting an estimated $548K.
- 7 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q4 2021, up from 6 in Q3 2021.
- Funds reported $95.1M of Zega Buy & Hedge ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 2 funds opened new Zega Buy & Hedge ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q4 2021 was Allen Capital Group, an estimated $5.56M added.
- The largest Zega Buy & Hedge ETF seller in Q4 2021 was Old Mission Capital, an estimated $548K sold.
Based on aggregated 13F filings for Q4 2021.