Hudson Capital Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investment management is a game of agility and awareness. Professionals must keep track of constant market fluctuations and adjust their portfolio accordingly to keep their clients happy. Hudson Capital Management LLC is one such player in the game.

In this blog post, we will be analyzing the Q4 2022 vs. Q1 2023 13F holdings comparison by Hudson Capital Management LLC. We will be discussing the changes made in their holdings and the reasons behind these changes.

Changes in Holdings

Let's start by highlighting some of the significant changes made in Hudson Capital Management LLC's 13F holdings.

- PIMCO ETF TR (BOND): This position showed an 8.7% change with an increase in shares from 245,546 to 260,323.

- INVESCO EXCH TRADED FD TR II (BAB): Hudson Capital Management added a new position with 492,173 shares.

- INVESCO EXCH TRD SLF IDX FD (BSCO, BSCP): Both positions showed a decrease of 28.5% and 29.5% respectively indicating a decrease in optimism.

- INNOVATOR ETFS TR (UAPR): The fund added a new position with 231,606 shares.

- ISHARES TR (IJR): Hudson Capital Management reduced this position by 46.2% reflecting a change in strategy.

- WALMART INC (WMT): The fund increased its stake with 2,898 more shares, indicating confidence in the company.

- ALPHABET INC (GOOGL): According to the report, the fund increased its stake in the tech giant with 2,921 additional shares.

Reasons Behind These Changes

It's crucial to note that there could be countless reasons why a particular position was added or removed. Here are some reasons that could have contributed to the changes we have seen in the report.

- Market Fluctuations: No matter how confident one may be in a specific investment, market fluctuations can always have an impact. It is quite possible that the decrease in the fund's position in INVESCO EXCH TRD SLF IDX FD (BSCO, BSCP) was due to the market fluctuations rather than a change in strategy.

- Change in Company Performance: Another crucial factor that can lead to changes in holdings is the performance of the company. The shift in Hudson Capital Management's position in ISHARES TR (IJR) could be due to changes in the companies' performance.

- Diversification of Portfolio: Diversification is the cornerstone of a well-managed portfolio. Hudson Capital Management LLC's move to add a new position in INVESCO EXCH TRADED FD TR II (BAB) could be a part of its strategy to diversify its client's portfolio.

- Shift in Sectoral Performance: Sectoral performance can also impact the holdings of a fund. The new additions and subtractions of various sectors in Hudson Capital Management LLC's portfolio may reflect an ongoing shift in the sector's performance.

In conclusion, this report by Hudson Capital Management LLC sheds light on the agility required of investment managers to stay on top of their game. Every addition or subtraction to their clients' portfolios is decided after thorough analysis and market research. We hope this blog post has given you an idea of how a fund manager thinks and operates.