Zega Buy & Hedge ETF
ZHDG
15 hedge funds and large institutions have $65.1M invested in Zega Buy & Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.
56% more capital invested
Capital invested by funds: $41.7M → $65.1M (+$23.4M)
56.05% more ownership
Funds ownership: 80.62% → 136.67% (+56%)
50% more funds holding
Funds holding: 10 → 15 (+5)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.27M |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$716K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$174K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$117K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$99.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$2.53M |
| 2 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
-$1.03M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$196K |
| 4 |
W
WorthPointe
La Jolla,
California
|
-$72.7K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$68.3K |
ZHDG Hedge Fund Activity: Q4 2023 in Review
15 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q4 2023, worth a combined $65.1M — up 56% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ZHDG positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $2.27M. The largest seller was Allen Capital Group, cutting an estimated $2.53M.
- 15 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $65.1M of Zega Buy & Hedge ETF stock for Q4 2023, up 56% quarter-over-quarter.
- 5 funds opened new Zega Buy & Hedge ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest Zega Buy & Hedge ETF buyer in Q4 2023 was Jane Street, an estimated $2.27M added.
- The largest Zega Buy & Hedge ETF seller in Q4 2023 was Allen Capital Group, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2023.