Zega Buy & Hedge ETF
ZHDG
12 hedge funds and large institutions have $38.1M invested in Zega Buy & Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
152% more capital invested
Capital invested by funds: $15.1M → $38.1M (+$23M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
40.52% more ownership
Funds ownership: 27.06% → 67.57% (+41%)
9% more funds holding
Funds holding: 11 → 12 (+1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$18.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$835K |
| 3 |
Jane Street
New York
|
+$705K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$53.6K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$552K |
| 2 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$154K |
| 3 |
W
WorthPointe
La Jolla,
California
|
-$139K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$23.2K |
| 5 |
CASC
Coppell Advisory Solutions Corp
Coppell,
Texas
|
-$23.2K |
ZHDG Hedge Fund Activity: Q1 2023 in Review
12 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q1 2023, worth a combined $38.1M — up 152% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZHDG positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Allen Capital Group, opening a new position worth an estimated $18.1M. The largest seller was AE Wealth Management, cutting an estimated $552K.
- 12 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q1 2023, up from 11 in Q4 2022.
- Funds reported $38.1M of Zega Buy & Hedge ETF stock for Q1 2023, up 152% quarter-over-quarter.
- 3 funds opened new Zega Buy & Hedge ETF positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q1 2023 was Allen Capital Group, an estimated $18.1M added.
- The largest Zega Buy & Hedge ETF seller in Q1 2023 was AE Wealth Management, an estimated $552K sold.
Based on aggregated 13F filings for Q1 2023.