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Funds Holding HDAW

On this page, we present all of the funds holding HDAW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HDAW, with a link to that fund's top holdings. The next columns indicate the amount of HDAW stock held by each of the funds holding HDAW, followed by the HDAW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 13 funds holding HDAW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Geneos Wealth Management Inc.. For more details on the positions held by Geneos Wealth Management Inc. (or by any of the other funds holding HDAW), click the fund name in the "Holder" column of the funds-holding-HDAW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Geneos Wealth Management Inc.57,234$1,401 12/31/2023
     HDAW57,234$1,401 12/31/2023
Morgan Stanley28,374$694 12/31/2023
     HDAW28,374$694 12/31/2023
Balentine LLC27,873$682 12/31/2023
     HDAW27,873$682 12/31/2023
Global Strategic Investment Solutions LLC24,963$611 12/31/2023
     HDAW24,963$611 12/31/2023
Bank of America Corp DE17,315$424 12/31/2023
     HDAW17,315$424 12/31/2023
Jane Street Group LLC15,704$384 12/31/2023
     HDAW15,704$384 12/31/2023
OLD Mission Capital LLC10,336$253 12/31/2023
     HDAW10,336$253 12/31/2023
GTS Securities LLC9,469$232 12/31/2023
     HDAW9,469$232 12/31/2023
Advisor Group Holdings Inc.5,807$142 12/31/2023
     HDAW5,807$142 12/31/2023
Fortis Group Advisors LLC1,054$26 12/31/2023
     HDAW1,054$26 12/31/2023
UBS Group AG465$11 12/31/2023
     HDAW465$11 12/31/2023
Royal Bank of Canada400$10 12/31/2023
     HDAW400$10 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     HDAW0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     HDAW0$0 12/31/2023

See Summary: Institutional Holders of HDAW
See Details: Top 10 Hedge Funds Holding HDAW
Also See: HDAW Holdings Changes

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