Hedge Fund Tracker

What it is

See what the biggest funds actually bought and sold last quarter. Diffs the daily holdings of actively-managed ETFs (ARK, Avantis, YieldMax, and others) before the open — surfacing institutional moves the day they happen instead of 45+ days later via 13F filings.

What it shows

Morning Brief shows top buys/sells, cross-provider agreement, divergences, and upcoming index rebalances. Cross-provider agreement means multiple ETF managers independently moved in the same direction on the same ticker — a stronger signal than one fund acting alone.

Divergence plays

A divergence means at least one provider is buying a ticker while another is selling it. Divergences often resolve in the direction of the larger buyer. Watch for a follow-on print that breaks the tie.