Cambridge Investment Research Advisors Inc. and Etesian Wealth Advisors Inc. have made adjustments to their holdings in several exchange-traded funds (ETFs) in recent quarters, according to filings with the Securities and Exchange Commission (SEC).
In the second quarter, Cambridge Investment Research Advisors Inc. increased its holdings in iShares Core MSCI Europe ETF by 7.5%, purchasing an additional 1,419 shares. As of the most recent filing, Cambridge Investment Research Advisors Inc. now owns 20,214 shares of the ETF, with an estimated total value of $1,064,000. This move reflects the firm's confidence in the European market and its belief in the long-term growth potential of the iShares Core MSCI Europe ETF.
In the third quarter, Cambridge Investment Research Advisors Inc. reduced its position in Simplify Macro Strategy ETF by 92.5%. The firm sold 123,025 shares, leaving them with 10,026 shares. Other institutional investors, including UBS Group AG, Osaic Holdings Inc., Toroso Investments LLC, Citadel Advisors LLC, and OLD Mission Capital LLC, also made adjustments to their stakes in Simplify Macro Strategy ETF.
Additionally, Cambridge Investment Research Advisors Inc. sold 48,618 shares of Columbia EM Core ex-China ETF during the third quarter, reducing its stake by 85.5%. The firm now owns 8,271 shares of the ETF, representing 0.08% of the company's stock. Other hedge funds, including Commonwealth Equity Services LLC, SFG Wealth Management LLC, Keudell Morrison Wealth Management, Eastern Bank, and Leavell Investment Management Inc., have also bought and sold shares of Columbia EM Core ex-China ETF.
These adjustments by Cambridge Investment Research Advisors Inc. demonstrate their active management approach and their efforts to optimize their investment portfolio across different ETFs.
In a separate development, Etesian Wealth Advisors Inc. reduced its stake in First Trust Preferred Securities and Income ETF (FPE) by 6.4% during the fourth quarter, selling 12,669 shares. The fund now owns 186,714 shares of the company's stock, making it the 11th biggest position in its portfolio. The holdings were worth $3,148,000 as of the most recent filing with the SEC. Other large investors have also modified their holdings of FPE.
Etesian Wealth Advisors Inc. also increased its holdings in iShares MSCI EAFE ETF by 7.2% in the fourth quarter, owning 37,835 shares of the stock. The firm's investment portfolio has the stock as its 14th largest holding, comprising about 1.7% of the portfolio. The total value of Etesian Wealth Advisors Inc.'s holdings in iShares MSCI EAFE ETF is $2,848,000. Other institutional investors and hedge funds have also recently added to or reduced their stakes in EFA.
These adjustments by Etesian Wealth Advisors Inc. reflect their ongoing efforts to optimize their investment portfolio and adapt to market conditions.
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