Who Owns HFND?
Unlimited HFND Multi-Strategy Return Tracker ETF — Institutional Ownership & 13F Holdings
$23.97
-0.06 (-0.23%)
Market Cap
$32.4M
Shares Outstanding
1,416,789
Institutional Holders
8
Total Inst. Value
$3.1M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
3
Closed Positions
6
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 62,741 |
| 2 | JOURNEY STRATEGIC WEALTH LLCNew | $653K | 30,520 |
| 3 | Fermata Advisors, LLCNew | $516K | 24,121 |
| 4 | CITADEL ADVISORS LLC | $225K | 10,507 |
| 5 | Atria Investments, Inc | $221K | 10,347 |
| 6 | COMERICA BANK | $150K | 7,039 |
| 7 | UBS Group AGNew | $9K | 431 |
| 8 | ASSETMARK, INC | $6K | 263 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JOURNEY STRATEGIC WEALTH LLCNew | +31K | $653K |
| Fermata Advisors, LLCNew | +24K | $516K |
| CITADEL ADVISORS LLC | +121 | $225K |
| UBS Group AGNew | +431 | $9K |
| ASSETMARK, INC | +183 | $6K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -5K | $1.3M |
| Atria Investments, Inc | -1K | $221K |
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Frequently Asked Questions
How many institutional investors hold HFND?
As of Q1 2025, 8 institutional investors report holding HFND (Unlimited HFND Multi-Strategy Return Tracker ETF) in their 13F filings.
Which hedge fund owns the most HFND?
The largest institutional holder of HFND is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $1.3M in shares.
Are institutions buying or selling HFND?
This quarter, 3 institutions opened new positions in HFND and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.