Zega Buy & Hedge ETF
ZHDG
11 hedge funds and large institutions have $15.1M invested in Zega Buy & Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
8% less funds holding
Funds holding: 12 → 11 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
54.84% less ownership
Funds ownership: 81.9% → 27.06% (-55%)
78% less capital invested
Capital invested by funds: $69.3M → $15.1M (-$54.2M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
WorthPointe
La Jolla,
California
|
+$151K |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$25.9K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16K |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$6.08K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$21M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$18.3M |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$14.9M |
| 4 |
Jane Street
New York
|
-$3.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$482K |
ZHDG Hedge Fund Activity: Q4 2022 in Review
11 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q4 2022, worth a combined $15.1M — down 78% from $69.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ZHDG and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was WorthPointe, adding an estimated $151K. The largest seller was Allen Capital Group, exiting entirely with an estimated $21M sold.
- 11 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q4 2022, down from 12 in Q3 2022.
- Funds reported $15.1M of Zega Buy & Hedge ETF stock for Q4 2022, down 78% quarter-over-quarter.
- 3 funds opened new Zega Buy & Hedge ETF positions in Q4 2022 and 4 closed out, a net change of -1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q4 2022 was WorthPointe, an estimated $151K added.
- The largest Zega Buy & Hedge ETF seller in Q4 2022 was Allen Capital Group, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2022.