Zega Buy & Hedge ETF
ZHDG
11 hedge funds and large institutions have $43.4M invested in Zega Buy & Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.
15% less funds holding
Funds holding: 13 → 11 (-2)
17% less capital invested
Capital invested by funds: $52.3M → $43.4M (-$8.89M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
23.93% less ownership
Funds ownership: 120.51% → 96.57% (-24%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$858K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$108K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$43.7K |
| 4 |
W
WorthPointe
La Jolla,
California
|
+$27.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.72M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$3.22M |
| 3 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$2.76M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$2.71M |
| 5 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
-$1.08M |
ZHDG Hedge Fund Activity: Q2 2024 in Review
11 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q2 2024, worth a combined $43.4M — down 17% from $52.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ZHDG and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $858K. The largest seller was Jane Street, exiting entirely with an estimated $3.72M sold.
- 11 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q2 2024, down from 13 in Q1 2024.
- Funds reported $43.4M of Zega Buy & Hedge ETF stock for Q2 2024, down 17% quarter-over-quarter.
- 4 funds opened new Zega Buy & Hedge ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q2 2024 was AE Wealth Management, an estimated $858K added.
- The largest Zega Buy & Hedge ETF seller in Q2 2024 was Jane Street, an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2024.