Zega Buy & Hedge ETF
ZHDG
10 hedge funds and large institutions have $92.3M invested in Zega Buy & Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
57% more capital invested
Capital invested by funds: $58.8M → $92.3M (+$33.5M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33.25% more ownership
Funds ownership: 49.21% → 82.46% (+33%)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$43.8M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$1.49M |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$1.26M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$254K |
| 5 |
JP Morgan Chase
New York
|
+$88.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$653K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $40.4M | +$43.8M | +2,410,976 | New |
|
|
M1FG
2
Mach-1 Financial Group
Rogers,
Arkansas
| $31.3M | +$1.26M | +69,340 | +4% |
|
|
ACG
3
Allen Capital Group
Grand Island,
Nebraska
| $18.8M | +$1.49M | +81,725 | +8% |
|
|
RFM
4
Royal Fund Management
Lady Lake,
Florida
| $686K | +$60K | +3,300 | +9% |
|
|
W
5
WorthPointe
La Jolla,
California
| $437K | +$69.1K | +3,803 | +17% |
|
|
6
Jane Street
New York
| $239K | -$653K | -35,943 | -72% |
|
|
HAS
7
HBW Advisory Services
Simi Valley,
California
| $234K | +$254K | +13,980 | New |
|
|
8
JP Morgan Chase
New York
| $81K | +$88.4K | +4,862 | New |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $20K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $4K | +$36 | +2 | +0.9% |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$223K | -11,234 | Closed |
|
ZHDG Hedge Fund Activity: Q2 2022 in Review
10 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q2 2022, worth a combined $92.3M — up 57% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZHDG positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $43.8M. The largest seller was Jane Street, cutting an estimated $653K.
- 10 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q2 2022, up from 9 in Q1 2022.
- Funds reported $92.3M of Zega Buy & Hedge ETF stock for Q2 2022, up 57% quarter-over-quarter.
- 3 funds opened new Zega Buy & Hedge ETF positions in Q2 2022 and 2 closed out, a net change of +1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q2 2022 was AE Wealth Management, an estimated $43.8M added.
- The largest Zega Buy & Hedge ETF seller in Q2 2022 was Jane Street, an estimated $653K sold.
Based on aggregated 13F filings for Q2 2022.