Zega Buy & Hedge ETF
ZHDG
9 hedge funds and large institutions have $58.8M invested in Zega Buy & Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
38% less capital invested
Capital invested by funds: $95.1M → $58.8M (-$36.3M)
40.29% less ownership
Funds ownership: 89.49% → 49.21% (-40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$3.64M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$2.13M |
| 3 |
W
WorthPointe
La Jolla,
California
|
+$441K |
| 4 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$108K |
| 5 |
Jane Street
New York
|
+$56.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$38.6M |
| 2 |
SC
Sepio Capital
Salt Lake City,
Utah
|
-$901K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
M1FG
1
Mach-1 Financial Group
Rogers,
Arkansas
| $35.7M | +$3.64M | +183,740 | +11% |
|
|
ACG
2
Allen Capital Group
Grand Island,
Nebraska
| $20.7M | +$2.13M | +107,731 | +12% |
|
|
3
Jane Street
New York
| $995K | +$56.1K | +2,833 | +6% |
|
|
RFM
4
Royal Fund Management
Lady Lake,
Florida
| $747K | +$108K | +5,468 | +17% |
|
|
W
5
WorthPointe
La Jolla,
California
| $441K | +$441K | +22,261 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $223K | -$1.78K | -90 | -0.8% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $20K | +$19.9K | +1,004 | New |
|
8
UBS Group
Zurich,
Switzerland
| $4K | +$4.41K | +223 | New |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| – | -$38.6M | -1,832,490 | Closed |
|
|
SC
10
Sepio Capital
Salt Lake City,
Utah
| – | -$901K | -42,833 | Closed |
|
11
Fidelity Investments
Boston,
Massachusetts
| – | +$20 | +1 | New |
|
ZHDG Hedge Fund Activity: Q1 2022 in Review
9 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q1 2022, worth a combined $58.8M — down 38% from $95.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ZHDG positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Mach-1 Financial Group, adding an estimated $3.64M. The largest seller was AE Wealth Management, exiting entirely with an estimated $38.6M sold.
- 9 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $58.8M of Zega Buy & Hedge ETF stock for Q1 2022, down 38% quarter-over-quarter.
- 4 funds opened new Zega Buy & Hedge ETF positions in Q1 2022 and 2 closed out, a net change of +2 holders.
- The largest Zega Buy & Hedge ETF buyer in Q1 2022 was Mach-1 Financial Group, an estimated $3.64M added.
- The largest Zega Buy & Hedge ETF seller in Q1 2022 was AE Wealth Management, an estimated $38.6M sold.
Based on aggregated 13F filings for Q1 2022.