The Acquirers Fund
8 hedge funds and large institutions have $12.7M invested in The Acquirers Fund in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
5.96% less ownership
Funds ownership: 41.17% → 35.21% (-6%)
23% less capital invested
Capital invested by funds: $16.4M → $12.7M (-$3.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$519K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$50.7K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$50K |
| 4 |
SA
SRH Advisors
Salina,
Kansas
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$4.88M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| 3 |
Jane Street
New York
|
-$40.9K |
| 4 |
MIM
Meixler Investment Management
Show Low,
Arizona
|
-$29.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
1
Trek Financial
Scottsdale,
Arizona
| $10.5M | -$4.88M | -175,520 | -32% |
|
|
MIM
2
Meixler Investment Management
Show Low,
Arizona
| $837K | -$29.2K | -1,051 | -3% |
|
|
SA
3
SRH Advisors
Salina,
Kansas
| $492K | +$11.1K | +400 | +2% |
|
|
4
Jane Street
New York
| $275K | -$40.9K | -1,470 | -13% |
|
|
5
Citadel Advisors
Miami,
Florida
| $235K | -$207K | -7,450 | -47% |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| $214K | +$50K | +1,798 | +30% |
|
|
MCC
7
Money Concepts Capital
Palm Beach Gardens,
Florida
| $124K | +$519K | +18,637 | +124,247% |
|
|
8
UBS Group
Zurich,
Switzerland
| $57.5K | +$50.7K | +1,821 | +679% |
|
ZIG Hedge Fund Activity: Q1 2023 in Review
8 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in The Acquirers Fund (ZIG) for Q1 2023, worth a combined $12.7M — down 23% from $16.4M a quarter earlier.
Fund positioning in ZIG was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $519K. The largest seller was Trek Financial, cutting an estimated $4.88M.
- 8 institutional investors held The Acquirers Fund (ZIG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $12.7M of The Acquirers Fund stock for Q1 2023, down 23% quarter-over-quarter.
- 0 funds opened new The Acquirers Fund positions in Q1 2023 and 0 closed out.
- The largest The Acquirers Fund buyer in Q1 2023 was Money Concepts Capital, an estimated $519K added.
- The largest The Acquirers Fund seller in Q1 2023 was Trek Financial, an estimated $4.88M sold.
Based on aggregated 13F filings for Q1 2023.