Zega Buy & Hedge ETF
ZHDG
12 hedge funds and large institutions have $42.7M invested in Zega Buy & Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $43.4M → $42.7M (-$663K)
5.93% less ownership
Funds ownership: 96.57% → 90.65% (-5.9%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$871K |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$854K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$334K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$247K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$3.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
-$1.46M |
| 2 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
-$899K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$893K |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$553K |
| 5 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$537K |
ZHDG Hedge Fund Activity: Q3 2024 in Review
12 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Zega Buy & Hedge ETF (ZHDG) for Q3 2024, worth a combined $42.7M — down 1.5% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZHDG positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $871K. The largest seller was BluePath Capital Management, cutting an estimated $1.46M.
- 12 institutional investors held Zega Buy & Hedge ETF (ZHDG) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $42.7M of Zega Buy & Hedge ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
- 3 funds opened new Zega Buy & Hedge ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Zega Buy & Hedge ETF buyer in Q3 2024 was Jane Street, an estimated $871K added.
- The largest Zega Buy & Hedge ETF seller in Q3 2024 was BluePath Capital Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2024.