UNLTD HFGM GLOBAL MACRO ETF (HFGM) Institutional Ownership Changes & 13F Activity
UNLTD HFGM GLOBAL MACRO ETF (HFGM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Insight Wealth Strategies, Llc, Tactive Advisors, Llc, Encompass More Asset Management, Mather Group, Llc., and Arrowroot Family Office, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -8,435 | -12.3% | 60,026 | $1.83M | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth Llc | Sell | -299 | -0.2% | 144,479 | $4.41M | Q2 2026 | Aug 27, 2026 |
| Caitlin John, Llc | Buy | +310 | — | 310 | $9.47K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Buy | +25,166 | — | 25,166 | $768.57K | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Buy | +5,929 | +67.1% | 14,770 | $451.08K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -163 | -86.7% | 25 | $1.00K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +37,700 | — | 37,700 | $1.15M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +29,600 | +208.3% | 43,811 | $1.34M | Q2 2026 | Aug 13, 2026 |
| National Bank Of Canada | Sell | -308 | -3.3% | 9,064 | $275.64K | Q2 2026 | Aug 10, 2026 |
| Signet Private Wealth Llc | Buy | +10,137 | — | 10,137 | $309.58K | Q2 2026 | Aug 07, 2026 |
| Arrowroot Family Office, Llc | Buy | +54,148 | +712.3% | 61,750 | $1.89M | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, Llc | Buy | +14,889 | +21.8% | 83,178 | $2.54M | Q2 2026 | Aug 06, 2026 |
| Gentrust, Llc | Buy | +14,440 | +16.5% | 101,854 | $3.11M | Q2 2026 | Aug 06, 2026 |
| Smart Wealth Llc | Sell | -3,310 | -13.6% | 21,015 | $641.80K | Q2 2026 | Aug 06, 2026 |
| Weil Company, Inc. | Buy | +25,872 | +8.6% | 327,272 | $9.99M | Q2 2026 | Aug 05, 2026 |
| Magnolia Private Wealth, Llc | Buy | +4,358 | +10.8% | 44,724 | $1.37M | Q2 2026 | Aug 05, 2026 |
| Summit Global Investments | Buy | +3,390 | +35.1% | 13,046 | $398.00K | Q2 2026 | Aug 03, 2026 |
| Invenio Wealth Partners Llc | Buy | +1,329 | +1.4% | 99,527 | $3.04M | Q2 2026 | Jul 30, 2026 |
| Truist Financial Corp | Sell | -8,111 | -11.5% | 62,442 | $1.91M | Q2 2026 | Jul 28, 2026 |
| Mather Group, Llc. | Buy | +104,723 | +79.4% | 236,633 | $7.23M | Q2 2026 | Jul 27, 2026 |
| Signaturefd, Llc | Buy | +635 | — | 635 | $19.39K | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group Llc | Sell | -16,414 | -7.4% | 204,511 | $6.25M | Q2 2026 | Jul 23, 2026 |
| Brady Martz Wealth Solutions, Llc | Buy | +14,889 | +21.8% | 83,178 | $2.54M | Q2 2026 | Jul 23, 2026 |
| Oregon Pacific Wealth Management, Llc | Sell | -373 | -0.9% | 42,023 | $1.28M | Q2 2026 | Jul 22, 2026 |
| Clg Llc | Sell | -1,646 | -1.5% | 106,627 | $3.26M | Q2 2026 | Jul 16, 2026 |
| Accurate Wealth Management, Llc | Buy | +22,567 | +63.9% | 57,888 | $1.79M | Q2 2026 | Jul 15, 2026 |
| Encompass More Asset Management | Buy | +128,807 | +227.7% | 185,377 | $5.66M | Q2 2026 | Jul 14, 2026 |
| Insight Wealth Strategies, Llc | Buy | +325,567 | +637.1% | 376,670 | $11.39M | Q2 2026 | Jul 10, 2026 |
| Tactive Advisors, Llc | Buy | +253,450 | +146.4% | 426,576 | $13.03M | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners Llc | Sell | -14,985 | -7.0% | 198,552 | $6.06M | Q2 2026 | Jul 09, 2026 |
Frequently asked questions about HFGM activity
Which institutional owners are buying HFGM?
Institutional owners buying HFGM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HFGM activity?
"Buy" means an investor increased their reported position in HFGM compared to the prior reporting period. This reflects growing exposure to UNLTD HFGM GLOBAL MACRO ETF (HFGM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HFGM increasing?
Institutional interest in HFGM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.