The Future of Investment: Aspen Investment Management Inc Q3 2022 vs. Q4 2022
Ava Hoppe | 2 May, 2023
Aspen Investment Management Inc is a hedge fund that invests in a broad range of securities, including equities, fixed-income, and alternative investments. In this blog post, we'll examine the changes in the fund's holdings from Q3 to Q4 of 2022.
First, let's take a look at some of the top holdings for Aspen in Q3. SPDR S&P 500 ETF TR (SPY) was the largest holding, with 22,511 shares valued at $8,041,000. Other notable holdings included INVESCO EXCH TRD SLF IDX FD (BSCN), FIRST TR EXCHANGE-TRADED FD (FTSL), and ISHARES TR (IWM).
Moving on to Q4, we can see that Aspen made some significant changes to its holdings. The fund increased its shares in BSCN by 26%, from 303,725 to 380,795. It also increased its shares in INVESCO EXCH TRD SLF IDX FD (BSCO) by 36.9%, from 231,741 to 315,685.
Aspen decreased its shares in some holdings as well. For example, FIRST TR EXCHANGE-TRADED FD (FTSL) saw a decrease of 9.1%, from 114,411 to 102,732 shares. MICROSOFT CORP (MSFT) also saw a decrease, from 20,429 shares to 18,307 shares, a drop of 7.7%.
One interesting aspect of Aspen's Q4 holdings is its investment in ABRDN ETFS (BCI). In Q3, it held 90,300 shares in BCI, but in Q4, it reduced its holdings to only 55,514 shares, a decrease of 47.5%. It will be interesting to see if this trend continues into the future.
Overall, Aspen's Q4 holdings show a significant shift from its Q3 holdings. The fund increased its holdings in some securities while decreasing its holdings in others. As with any investment strategy, it's important to carefully analyze the trends and make informed decisions for the future.
Other Posts
- The Impact of Clearbridge, LLC Q3 2018 vs. Q4 2018 13F Holdings on Top Companies
- Bourne Lent Asset Management Q3 vs. Q4 2022 Holding Changes Analysis
- Meet Doshi Joins Stone-Goff Partners as Managing Director
- Investment Insights: Analyzing MAKC's Q3 2022 vs. Q4 2022 Holdings Changes
- Navigating the Winds of Change: How Alaska Wealth Advisors Adapted its Strategy in Early 2024
- Shaping Stevens Capital Management's Portfolio: A Look at Q3 2022 vs. Q4 2022 Holdings
- The Changing Landscape of Old West Investment's Holdings: A Q3 2022 vs. Q4 2022 Analysis
- Salem Capital Management Inc Q2 2022 vs. Q3 2022 13F Holdings: Analyzing Changes in Top Stock Picks
- Investment Analysis: Redwood Investment Management, LLC Q3 2022 vs. Q4 2022 Holdings Comparison
- Aries Wealth Management Q4 2022 vs. Q1 2023 13F Holdings Comparison: Analyzing the Changes in Holdings