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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-8,435-12.3%60,026$1.83MQ2 2026Sep 23, 2026
Corient Private Wealth LlcSell-299-0.2%144,479$4.41MQ2 2026Aug 27, 2026
Caitlin John, LlcBuy+310—310$9.47KQ2 2026Aug 17, 2026
Jane Street Group, LlcBuy+25,166—25,166$768.57KQ2 2026Aug 14, 2026
National Philanthropic TrustBuy+5,929+67.1%14,770$451.08KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-163-86.7%25$1.00KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+37,700—37,700$1.15MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+29,600+208.3%43,811$1.34MQ2 2026Aug 13, 2026
National Bank Of CanadaSell-308-3.3%9,064$275.64KQ2 2026Aug 10, 2026
Signet Private Wealth LlcBuy+10,137—10,137$309.58KQ2 2026Aug 07, 2026
Arrowroot Family Office, LlcBuy+54,148+712.3%61,750$1.89MQ2 2026Aug 06, 2026
Focus Partners Advisor Solutions, LlcBuy+14,889+21.8%83,178$2.54MQ2 2026Aug 06, 2026
Gentrust, LlcBuy+14,440+16.5%101,854$3.11MQ2 2026Aug 06, 2026
Smart Wealth LlcSell-3,310-13.6%21,015$641.80KQ2 2026Aug 06, 2026
Weil Company, Inc.Buy+25,872+8.6%327,272$9.99MQ2 2026Aug 05, 2026
Magnolia Private Wealth, LlcBuy+4,358+10.8%44,724$1.37MQ2 2026Aug 05, 2026
Summit Global InvestmentsBuy+3,390+35.1%13,046$398.00KQ2 2026Aug 03, 2026
Invenio Wealth Partners LlcBuy+1,329+1.4%99,527$3.04MQ2 2026Jul 30, 2026
Truist Financial CorpSell-8,111-11.5%62,442$1.91MQ2 2026Jul 28, 2026
Mather Group, Llc.Buy+104,723+79.4%236,633$7.23MQ2 2026Jul 27, 2026
Signaturefd, LlcBuy+635—635$19.39KQ2 2026Jul 24, 2026
Brookwood Investment Group LlcSell-16,414-7.4%204,511$6.25MQ2 2026Jul 23, 2026
Brady Martz Wealth Solutions, LlcBuy+14,889+21.8%83,178$2.54MQ2 2026Jul 23, 2026
Oregon Pacific Wealth Management, LlcSell-373-0.9%42,023$1.28MQ2 2026Jul 22, 2026
Clg LlcSell-1,646-1.5%106,627$3.26MQ2 2026Jul 16, 2026
Accurate Wealth Management, LlcBuy+22,567+63.9%57,888$1.79MQ2 2026Jul 15, 2026
Encompass More Asset ManagementBuy+128,807+227.7%185,377$5.66MQ2 2026Jul 14, 2026
Insight Wealth Strategies, LlcBuy+325,567+637.1%376,670$11.39MQ2 2026Jul 10, 2026
Tactive Advisors, LlcBuy+253,450+146.4%426,576$13.03MQ2 2026Jul 09, 2026
Wealthcare Advisory Partners LlcSell-14,985-7.0%198,552$6.06MQ2 2026Jul 09, 2026
Showing 30 of 35

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.