UNLIMITED HFEQ EQUITY LS ETF (HFEQ) Institutional Ownership Changes & 13F Activity

UNLIMITED HFEQ EQUITY LS ETF (HFEQ). 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 Clg Llc, Brookwood Investment Group Llc, Tactive Advisors, Llc, Hrt Financial Lp, and Gts Securities Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Hrt Financial LpBuy+16,685—16,685$410.00KQ2 2026Aug 14, 2026
Gts Securities LlcBuy+10,542—10,542$259.34KQ2 2026Aug 14, 2026
Ubs Group AgSell-104-14.9%592$14.56KQ2 2026Aug 13, 2026
Brookwood Investment Group LlcSell-41,812-12.0%305,300$7.51MQ2 2026Jul 23, 2026
Wealthcare Advisory Partners LlcBuy+1,056+7.0%16,227$399.20KQ2 2026Jul 09, 2026
Clg LlcSell-144,764-100.0%0$0.00Q2 2026May 14, 2026
Tactive Advisors, LlcSell-39,317-100.0%0$0.00Q2 2026Apr 16, 2026
Global Wealth Strategies & AssociatesSell-379-100.0%0$0.00Q2 2026Apr 03, 2026
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Frequently asked questions about HFEQ activity

  • Which institutional owners are buying HFEQ?

    Institutional owners buying HFEQ 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 HFEQ activity?

    "Buy" means an investor increased their reported position in HFEQ compared to the prior reporting period. This reflects growing exposure to UNLIMITED HFEQ EQUITY LS ETF (HFEQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HFEQ increasing?

    Institutional interest in HFEQ 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.