International Assets Investment Management LLC trimmed its position in Invesco S&P MidCap Momentum ETF, reducing its holdings by 4.1% in the second quarter. An SEC filing shows the firm sold 141 shares, leaving 3,276 shares valued at $421,000.
International Assets Investment Management LLC has significantly increased its stake in PDD Holdings Inc. Sponsored ADR, acquiring an additional 700 shares. This move marks a 31.7% rise in the firm’s investment, bringing its total holdings to 2,905 shares during the second quarter.
Atria Wealth Solutions Inc. acquired 2,479 shares of Vanguard ESG U.S. Stock ETF, valued at around $272,000, in the second quarter. This latest disclosure, filed with the SEC, offers further indication of institutional investors’ growing interest in sustainable-focused funds.
Members Advisory Group LLC has trimmed its stake in the SPDR S&P Regional Banking ETF by 2.0%, according to a recent Form 13F. The sale of 2,054 shares places the firm’s holdings at 99,977 shares, reflecting the latest update from the second quarter.
Mezzasalma Advisors LLC recently boosted its investment in the iShares S&P 100 ETF by 12.2% during the second quarter. The firm added 909 shares to bring its total holdings to 8,385, according to a filing with the Securities and Exchange Commission.
Stanley Laman Group Ltd. recently acquired 10,000 shares of MakeMyTrip Limited, investing nearly $1 million in the online travel platform. Their move reflects the growing interest among hedge funds in technology-driven travel solutions, underscored by additional changes in institutional holdings.
Stanley Laman Group Ltd. reduced its holdings in S&P Global Inc. by 10.3% during the second quarter, selling 168 shares in the process. Regulatory filings indicate the firm now owns 1,464 shares of the business services provider, signaling a noteworthy portfolio adjustment.
Envestnet Portfolio Solutions Inc. has reduced its stake in The Kroger Co. by 68.7% in the second quarter. The firm sold 51,077 shares during this period, leaving it with 23,297 shares of the retailer’s stock, according to a filing with the Securities and Exchange Commission.
WealthPlan Investment Management LLC has increased its stake in The Boeing Company by 21.9%, acquiring 613 additional shares. This move brings the fund’s total Boeing holdings to 3,407 shares, valued at $714,000.
NorthRock Partners LLC has made a significant move to increase its stake in Loews Corporation. According to a recent SEC filing, the institutional investor raised its holdings by 54.1% during the second quarter, purchasing an additional 1,236 shares of the insurance provider.
