Who Owns WUGI?

AXS Esoterica NextG Economy ETF — Institutional Ownership & 13F Holdings

$77.84

+0.50 (+0.64%)

Market Cap

$27.9M

Shares Outstanding

340,131

Institutional Holders

11

Total Inst. Value

$1.9M

% of Float Held

QoQ Holder Change

+2

Institutional data as of Q1 2025

New Positions

5

Closed Positions

4

Increased

0

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1FLOW TRADERS U.S. LLCNew$782K11,928
2WealthBridge Capital Management, LLCNew$667K10,176
3JANE STREET GROUP, LLCNew$355K5,418
4Federation des caisses Desjardins du QuebecNew$20K311
5OSAIC HOLDINGS, INC.New$16K240
6Cape Investment Advisory, Inc.$16K237
7AdvisorNet Financial, Inc$7K100
8NATIONAL BANK OF CANADA /FI/$6K100
9UBS Group AG$6K90
10PRINCIPAL SECURITIES, INC.$3K50

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
CITADEL ADVISORS LLC-4K$3K
UBS Group AG-1K$6K
Cape Investment Advisory, Inc.-173$16K

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Frequently Asked Questions

How many institutional investors hold WUGI?

As of Q1 2025, 11 institutional investors report holding WUGI (AXS Esoterica NextG Economy ETF) in their 13F filings.

Which hedge fund owns the most WUGI?

The largest institutional holder of WUGI is FLOW TRADERS U.S. LLC with $782K in shares.

Are institutions buying or selling WUGI?

This quarter, 5 institutions opened new positions in WUGI and 4 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.