U
Unlimited HFND Multi-Strategy Return Tracker
HFND • ARCA
Unlimited HFND Multi-Strategy Return Tracker is an exchange-traded fund on ARCA. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $10.0M. NAPA WEALTH MANAGEMENT is the largest holder with a position valued at $3.0M.
Overview
Overview of institutional ownership in HFND as of Q3 2025
All Institutions
- Institutions
- 12
- Value Held
- $10.0M
- Shares Held
- 424.2K
- Avg Position
- $834.6K
- Median Position
- $335.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $687.1K
- Shares Held
- 29.1K
- Avg Position
- $687.1K
- Median Position
- $687.1K
Biggest Investors
Institutions with the largest positions in HFND as of Q3 2025
| Institution | Position Value |
|---|---|
 NAPA WEALTH MANAGEMENT RIA/Wealth | $3.0M 1.55% of portfolio |
 Harwood Advisory Group, LLC RIA/Wealth | $2.8M 0.90% of portfolio |
 Farther Finance Advisors, LLC RIA/Wealth | $1.7M 0.03% of portfolio |
 Fermata Advisors, LLC Hedge Fund•Sector | $687.1K 0.18% of portfolio |
G GTS SECURITIES LLC Institution | $530.8K 0.02% of portfolio |
 Arete Wealth Advisors, LLC RIA/Wealth | $353.9K 0.02% of portfolio |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | $317.7K 0.31% of portfolio |
C COMERICA BANK Institution | $283.0K 0.00% of portfolio |
 JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | $223.0K 0.01% of portfolio |
 Clark Asset Management, LLC RIA/Wealth | $220.8K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HFND in Q3 2025
- Traded
- +$5.3M
- Buyers
- 9
- Sellers
- 3
- Total Bought
- +$6.1M
- Total Sold
- −$808.3K
- Avg Position
- $715.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | +$3.0M +125.3K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$1.7M +70.0K shares |
G GTS SECURITIES LLC Institution | +$530.8K +22.5K shares |
Arete Wealth Advisors, LLC RIA/Wealth | +$353.9K +15.0K shares |
Oregon Pacific Wealth Management, LLC RIA/Wealth | +$317.7K +13.5K shares |
Harwood Advisory Group, LLC RIA/Wealth | +$135.1K +5.7K shares |
Fermata Advisors, LLC Hedge Fund•Sector | +$66.5K +2.8K shares |
C COMERICA BANK Institution | +$37.3K +1.6K shares |
 MORGAN STANLEY RIA/Wealth | +$7.3K +309.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | −$551.3K −23.4K shares |
A ATRIA INVESTMENTS LLC Institution | −$229.9K −10.4K shares |
 UBS Group AG Institution | −$27.1K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HFND in Q3 2025
- New Positions
- 2
- New Value
- $3.3M
- Exited Positions
- 2
- Exited Value
- $257.0K
New Positions
| Institution | Position Value |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | $3.0M 125.3K shares |
Arete Wealth Advisors, LLC RIA/Wealth | $353.9K 15.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
A ATRIA INVESTMENTS LLC Institution | $229.9K 10.4K shares |
UBS Group AG Institution | $27.1K 1.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in HFND as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HFND as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | 1.55% $3.0M |
Harwood Advisory Group, LLC RIA/Wealth | 0.90% $2.8M |
Oregon Pacific Wealth Management, LLC RIA/Wealth | 0.31% $317.7K |
Fermata Advisors, LLC Hedge Fund•Sector | 0.18% $687.1K |
Clark Asset Management, LLC RIA/Wealth | 0.03% $220.8K |
Farther Finance Advisors, LLC RIA/Wealth | 0.03% $1.7M |
Arete Wealth Advisors, LLC RIA/Wealth | 0.02% $353.9K |
G GTS SECURITIES LLC Institution | 0.02% $530.8K |
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | 0.01% $223.0K |
C COMERICA BANK Institution | 0.00% $283.0K |
Hedge Fund Spotlight
Discover hedge funds investing in HFND
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
U
Position in Unlimited HFND Multi-Strategy Return Tracker
- Market Value
- $687.1K
- Shares Held
- 29.1K
- Portfolio Weight
- 0.18%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
