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HFEQ Institutional Ownership

Unlimited HFEQ Equity Long/Short ETF
1W: -1.1% 1M: -2.9% 3M: -6.1% YTD: -3.0%
$23.18
+0.22 (+0.96%)
 
Weekly Expected Move ±2.4%
$22 $23 $23 $24 $24
ETF NYSE · AUM $1.1M

Institutional Ownership — HFEQ

12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
2
New Positions
1
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Brookwood Investment Group LLC 305,300 7M -41,812 -12.0% 4Q SEC ↗
2 Corient Private Wealth LP 124,348 3M — +0.0% 4Q SEC ↗
3 Focus Partners Advisor Solutions, LLC 24,846 576K — +0.0% 2Q SEC ↗
4 Brady Martz Wealth Solutions, LLC 24,846 576K — +0.0% 2Q SEC ↗
5 HRT FINANCIAL LP NEW 16,685 387K — +0.0% 1Q SEC ↗
6 Wealthcare Advisory Partners LLC 16,227 376K +1,056 +7.0% 2Q SEC ↗
7 GTS SECURITIES LLC NEW 10,542 244K — +0.0% 1Q SEC ↗
8 NATIONAL BANK OF CANADA /FI 750 17K — +0.0% 2Q SEC ↗
9 UBS Group AG 592 14K -104 -14.9% 3Q SEC ↗
10 BANK OF AMERICA CORP /DE 0 0K -4,274 -100.0% 1Q SEC ↗
11 JANE STREET GROUP, LLC 0 0K -9,800 -100.0% 2Q SEC ↗
12 Tactive Advisors, LLC 0 0K -39,317 -100.0% 2Q SEC ↗
13 CLG LLC 0 0K -144,764 -100.0% 1Q SEC ↗
14 Global Wealth Strategies & Associates 0 0K -379 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
HRT FINANCIAL LP 16,685 387K
GTS SECURITIES LLC 10,542 244K
Sold Out (5)
HolderPrev SharesPrev Value
CLG LLC 144,764 3M
Tactive Advisors, LLC 39,317 911K
JANE STREET GROUP, LLC 9,800 227K
BANK OF AMERICA CORP /DE 4,274 99K
Global Wealth Strategies & Associat 379 9K
Biggest Increases (1)
HolderAddedChange %Total Shares
Wealthcare Advisory Partners LLC +1,056 +7.0% 16,227
Biggest Decreases (2)
HolderReducedChange %Total Shares
Brookwood Investment Group LLC -41,812 -12.0% 305,300
UBS Group AG -104 -14.9% 592

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms