The Acquirers Fund
8 hedge funds and large institutions have $8.14M invested in The Acquirers Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
12% more capital invested
Capital invested by funds: $7.3M → $8.14M (+$840K)
0.73% more ownership
Funds ownership: 17.47% → 18.2% (+0.73%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$257K |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$164K |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$87K |
| 4 |
SA
SRH Advisors
Salina,
Kansas
|
+$17.6K |
| 5 |
Jane Street
New York
|
+$7.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Meixler Investment Management
Show Low,
Arizona
|
-$287K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$42K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$24.9K |
| 4 |
Morgan Stanley
New York
|
-$35 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
1
Trek Financial
Scottsdale,
Arizona
| $5.39M | +$164K | +4,667 | +3% |
|
|
SA
2
SRH Advisors
Salina,
Kansas
| $807K | +$17.6K | +500 | +2% |
|
|
3
CIBC World Market
Toronto,
Ontario, Canada
| $575K | +$87K | +2,480 | +20% |
|
|
MIM
4
Meixler Investment Management
Show Low,
Arizona
| $442K | -$287K | -8,168 | -41% |
|
|
BAM
5
Belpointe Asset Management
Reno,
Nevada
| $350K | -$24.9K | -710 | -7% |
|
|
6
Jane Street
New York
| $300K | +$7.86K | +224 | +3% |
|
|
MCC
7
Money Concepts Capital
Palm Beach Gardens,
Florida
| $278K | +$257K | +7,327 | New |
|
|
8
Morgan Stanley
New York
| $59 | -$35 | -1 | -50% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$42K | -1,200 | Closed |
|
ZIG Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in The Acquirers Fund (ZIG) for Q1 2024, worth a combined $8.14M — up 12% from $7.3M a quarter earlier.
Fund positioning in ZIG was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Money Concepts Capital, opening a new position worth an estimated $257K. The largest seller was Meixler Investment Management, cutting an estimated $287K.
- 8 institutional investors held The Acquirers Fund (ZIG) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $8.14M of The Acquirers Fund stock for Q1 2024, up 12% quarter-over-quarter.
- 1 fund opened new The Acquirers Fund positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest The Acquirers Fund buyer in Q1 2024 was Money Concepts Capital, an estimated $257K added.
- The largest The Acquirers Fund seller in Q1 2024 was Meixler Investment Management, an estimated $287K sold.
Based on aggregated 13F filings for Q1 2024.