Who Owns ZHDG?
Zega Buy & Hedge ETF — Institutional Ownership & 13F Holdings
$22.64
+0.01 (+0.03%)
Market Cap
$34.3M
Shares Outstanding
1,461,426
Institutional Holders
13
Total Inst. Value
$32.5M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
4
Closed Positions
1
Increased
3
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ZEGA Investments, LLC | $14.9M | 768,862 |
| 2 | Allen Capital Group, LLC | $10.7M | 550,316 |
| 3 | Coppell Advisory Solutions LLC | $2.0M | 105,280 |
| 4 | Nicholas Wealth, LLC.New | $1.8M | 91,150 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $887K | 45,818 |
| 6 | Optivise Advisory Services LLC | $860K | 44,404 |
| 7 | Virtue Capital Management, LLCNew | $489K | 25,535 |
| 8 | WorthPointe, LLC | $353K | 18,256 |
| 9 | JANE STREET GROUP, LLC | $323K | 16,659 |
| 10 | OLD MISSION CAPITAL LLCNew | $228K | 11,790 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Allen Capital Group, LLC | +68K | $10.7M |
| Nicholas Wealth, LLC.New | +91K | $1.8M |
| Virtue Capital Management, LLCNew | +26K | $489K |
| WorthPointe, LLC | +3K | $353K |
| OLD MISSION CAPITAL LLCNew | +12K | $228K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Optivise Advisory Services LLC | -41K | $860K |
| Coppell Advisory Solutions LLC | -18K | $2.0M |
| ZEGA Investments, LLC | -10K | $14.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -3K | $887K |
| JANE STREET GROUP, LLC | -3K | $323K |
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Frequently Asked Questions
How many institutional investors hold ZHDG?
As of Q1 2025, 13 institutional investors report holding ZHDG (Zega Buy & Hedge ETF) in their 13F filings.
Which hedge fund owns the most ZHDG?
The largest institutional holder of ZHDG is ZEGA Investments, LLC with $14.9M in shares.
Are institutions buying or selling ZHDG?
This quarter, 4 institutions opened new positions in ZHDG and 1 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.