HFGM Institutional Ownership
Unlimited HFGM Global Macro ETF
1W: -0.9%
1M: +0.1%
3M: +3.1%
YTD: +8.9%
1Y: -0.8%
$31.75
+0.22 (+0.70%)
Weekly Expected Move ±1.5%
$31
$31
$32
$32
$33
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — HFGM
37
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
105M
Total Invested
8
New Positions
17
Increased
12
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tactive Advisors, LLC | 426,576 | 14M | +253,450 | +146.4% | 3Q | SEC ↗ |
| 2 | Insight Wealth Strategies, LLC | 376,670 | 12M | +325,567 | +637.1% | 4Q | SEC ↗ |
| 3 | Weil Company, Inc. | 327,272 | 10M | +25,872 | +8.6% | 5Q | SEC ↗ |
| 4 | MATHER GROUP, LLC. | 236,633 | 8M | +104,723 | +79.4% | 2Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 233,800 | 7M | +24,586 | +11.8% | 5Q | SEC ↗ |
| 6 | Brookwood Investment Group LLC | 204,511 | 6M | -16,414 | -7.4% | 5Q | SEC ↗ |
| 7 | Wealthcare Advisory Partners LLC | 198,552 | 6M | -14,985 | -7.0% | 4Q | SEC ↗ |
| 8 | Encompass More Asset Management | 185,377 | 6M | +128,807 | +227.7% | 5Q | SEC ↗ |
| 9 | Corient Private Wealth LP | 144,479 | 5M | -299 | -0.2% | 5Q | SEC ↗ |
| 10 | CLG LLC | 106,627 | 3M | -1,646 | -1.5% | 4Q | SEC ↗ |
| 11 | GenTrust, LLC | 101,854 | 3M | +14,440 | +16.5% | 3Q | SEC ↗ |
| 12 | INVENIO WEALTH PARTNERS LLC | 99,527 | 3M | +1,329 | +1.4% | 4Q | SEC ↗ |
| 13 | Brady Martz Wealth Solutions, LLC | 83,178 | 3M | +14,889 | +21.8% | 3Q | SEC ↗ |
| 14 | Focus Partners Advisor Solutions, LLC | 83,178 | 3M | +14,889 | +21.8% | 3Q | SEC ↗ |
| 15 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 75,326 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP | 62,442 | 2M | -8,111 | -11.5% | 4Q | SEC ↗ |
| 17 | Arrowroot Family Office, LLC | 61,750 | 2M | +44,187 | +251.6% | 3Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 60,026 | 2M | -8,435 | -12.3% | 4Q | SEC ↗ |
| 19 | Accurate Wealth Management, LLC | 57,888 | 2M | +22,567 | +63.9% | 3Q | SEC ↗ |
| 20 | Magnolia Private Wealth, LLC | 44,724 | 1M | +4,358 | +10.8% | 3Q | SEC ↗ |
| 21 | Arete Wealth Advisors, LLC | 43,811 | 1M | +29,600 | +208.3% | 4Q | SEC ↗ |
| 22 | Oregon Pacific Wealth Management, LLC | 42,023 | 1M | -373 | -0.9% | 4Q | SEC ↗ |
| 23 | RHS Financial, LLC | 39,888 | 1M | +32,599 | +447.2% | 2Q | SEC ↗ |
| 24 | Quantinno Capital Management LP NEW | 37,700 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC NEW | 25,166 | 799K | — | +0.0% | 1Q | SEC ↗ |
| 26 | SMART Wealth LLC | 21,015 | 667K | -3,310 | -13.6% | 3Q | SEC ↗ |
| 27 | National Philanthropic Trust | 14,770 | 469K | +5,929 | +67.1% | 2Q | SEC ↗ |
| 28 | Summit Global Investments | 13,046 | 414K | +3,390 | +35.1% | 2Q | SEC ↗ |
| 29 | Signet Private Wealth LLC NEW | 10,137 | 322K | — | +0.0% | 1Q | SEC ↗ |
| 30 | NATIONAL BANK OF CANADA /FI | 9,064 | 288K | -308 | -3.3% | 2Q | SEC ↗ |
| 31 | HARBOR INVESTMENT ADVISORY, LLC NEW | 2,310 | 73K | — | +0.0% | 1Q | SEC ↗ |
| 32 | SIGNATUREFD, LLC NEW | 635 | 20K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Caitlin John, LLC NEW | 310 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 25 | 1K | -148 | -85.5% | 2Q | SEC ↗ |
| 35 | AE Wealth Management LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Global Wealth Strategies & Associates | 0 | 0K | -76 | -100.0% | 2Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -7,938 | -100.0% | 2Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 0 | 0K | -200 | -100.0% | 1Q | SEC ↗ |
| 39 | Creative Capital Management Investment | 0 | 0K | -418 | -100.0% | 1Q | SEC ↗ |
| 40 | GTS SECURITIES LLC | 0 | 0K | -10,937 | -100.0% | 2Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 0 | 0K | -2,409 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 75,326 | 2M |
| Quantinno Capital Management LP | 37,700 | 1M |
| JANE STREET GROUP, LLC | 25,166 | 799K |
| Signet Private Wealth LLC | 10,137 | 322K |
| HARBOR INVESTMENT ADVISORY, LLC | 2,310 | 73K |
| SIGNATUREFD, LLC | 635 | 20K |
| Caitlin John, LLC | 310 | 10K |
| AE Wealth Management LLC | 1 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 10,937 | 347K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,938 | 252K |
| BANK OF AMERICA CORP /DE | 2,409 | 76K |
| Creative Capital Management Investm | 418 | 13K |
| Farther Finance Advisors, LLC | 200 | 6K |
| Global Wealth Strategies & Associat | 76 | 2K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Insight Wealth Strategies, LLC | +325,567 | +637.1% | 376,670 |
| Tactive Advisors, LLC | +253,450 | +146.4% | 426,576 |
| Encompass More Asset Management | +128,807 | +227.7% | 185,377 |
| MATHER GROUP, LLC. | +104,723 | +79.4% | 236,633 |
| Arrowroot Family Office, LLC | +44,187 | +251.6% | 61,750 |
| RHS Financial, LLC | +32,599 | +447.2% | 39,888 |
| Arete Wealth Advisors, LLC | +29,600 | +208.3% | 43,811 |
| Weil Company, Inc. | +25,872 | +8.6% | 327,272 |
| HighTower Advisors, LLC | +24,586 | +11.8% | 233,800 |
| Accurate Wealth Management, LLC | +22,567 | +63.9% | 57,888 |
| Brady Martz Wealth Solutions, LLC | +14,889 | +21.8% | 83,178 |
| Focus Partners Advisor Solutions, L | +14,889 | +21.8% | 83,178 |
| GenTrust, LLC | +14,440 | +16.5% | 101,854 |
| National Philanthropic Trust | +5,929 | +67.1% | 14,770 |
| Magnolia Private Wealth, LLC | +4,358 | +10.8% | 44,724 |
| Summit Global Investments | +3,390 | +35.1% | 13,046 |
| INVENIO WEALTH PARTNERS LLC | +1,329 | +1.4% | 99,527 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookwood Investment Group LLC | -16,414 | -7.4% | 204,511 |
| Wealthcare Advisory Partners LLC | -14,985 | -7.0% | 198,552 |
| ENVESTNET ASSET MANAGEMENT INC | -8,435 | -12.3% | 60,026 |
| TRUIST FINANCIAL CORP | -8,111 | -11.5% | 62,442 |
| SMART Wealth LLC | -3,310 | -13.6% | 21,015 |
| CLG LLC | -1,646 | -1.5% | 106,627 |
| Oregon Pacific Wealth Management, L | -373 | -0.9% | 42,023 |
| NATIONAL BANK OF CANADA /FI | -308 | -3.3% | 9,064 |
| Corient Private Wealth LP | -299 | -0.2% | 144,479 |
| ROYAL BANK OF CANADA | -148 | -85.5% | 25 |