Zega Buy & Hedge ETF
ZHDG
10 hedge funds and large institutions have $41.7M invested in Zega Buy & Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more capital invested
Capital invested by funds: $30.2M → $41.7M (+$11.5M)
25.57% more ownership
Funds ownership: 55.04% → 80.62% (+26%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$372K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$351K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$318K |
| 5 |
W
WorthPointe
La Jolla,
California
|
+$51.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$762K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$544K |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$475K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$331K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$222K |
ZHDG Hedge Fund Activity: Q3 2023 in Review
10 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q3 2023, worth a combined $41.7M — up 38% from $30.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ZHDG and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $2.36M. The largest seller was Royal Fund Management, exiting entirely with an estimated $762K sold.
- 10 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q3 2023, down from 11 in Q2 2023.
- Funds reported $41.7M of Zega Buy & Hedge ETF stock for Q3 2023, up 38% quarter-over-quarter.
- 2 funds opened new Zega Buy & Hedge ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q3 2023 was Jane Street, an estimated $2.36M added.
- The largest Zega Buy & Hedge ETF seller in Q3 2023 was Royal Fund Management, an estimated $762K sold.
Based on aggregated 13F filings for Q3 2023.