The Major Shifts in Fund Holdings: A Comparison of Lido Advisors' Q3 2022 and Q4 2022 13F Holdings
Ava Hoppe | 6 May, 2023
Investment managers and financial advisors filing a 13F form are always on the lookout for opportunities for their clients to maximize their returns and minimize risks. Lido Advisors, LLC, is no exception. As a registered investment advisor managing over $10 billion in assets, this firm is always on top of its game, making strategic moves that have a significant impact on its clients' holdings.
Based on the latest 13F filing, Lido Advisors' Q3 2022 and Q4 2022 holdings have shifted significantly. They reduced their stake in some securities while increasing their stake in others. In this article, we will analyze these changes and what they mean for investors.
Reduction in SPDR S&P 500 ETF TR Holdings
Lido Advisors has reduced its holdings in SPDR S&P 500 ETF TR, which is not surprising given the fund's drop in value in Q4 2022. While they retained most of their shares in the company, they lowered their Q4 2022 holdings by over 1.9%, making it clear that they have lost confidence in the stock.
Decrease in SPDR S&P 500 ETF TR Put Options
Lido Advisors also decreased their holdings in the SPDR S&P 500 ETF TR put options this quarter. The fall in share price could have influenced this move, but considering their considerable drop in the put option stakes by 26.1%, it could also indicate that the advisors expect the fund to regain its strength.
Increase in INVESCO EXCH TRD SLF IDX FD Holdings
Lido Advisors' Q4 2022 filing indicates that they have increased their holdings in INVESCO EXCH TRD SLF IDX FD by a whopping 15.1%. This is a clear indication of their bullish outlook on the company, which is not surprising given the fund's positive performance in the third quarter.
Steady Hold in Apple Inc
While Lido Advisors slightly increased its stake in Apple Inc. from Q3 2022 to Q4 2022, the increase was only by 0.2%, which indicates a steady hold. Apple has established itself as a dominant player in the tech industry, and Lido Advisors seems to view the company as a stable long-term investment.
Decrease in NVIDIA CORPORATION Holdings
Lido Advisors sold off some of its NVIDIA CORPORATION holdings in Q4 2022, reducing its stake by 83.3%. This move could be a result of the chip shortage crisis that has been affecting the company's production capacities, among other factors.
Increase in FIDELITY COVINGTON TRUST Fund Holdings
Lido Advisors has also increased its holdings in Fidelity Covington Trust funds, with some notable increases in FIDU, FCOM, and FSTA. This surge indicates that the advisors still maintain trust in these funds' ability to generate returns for its clients.
Conclusion
Lido Advisors' Q4 2022 filing gave an interesting insight into their strategic asset management moves. The decrease in SPDR S&P 500 ETF TR holdings and the surge in INVESCO EXCH TRD SLF IDX FD holdings indicate that the advisors are actively making changes, striving to maximize returns and avoid risks. As always, time will tell if these moves were effective in generating returns for their clients.
Other Posts
- Beacon Capital Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- IFG Advisory, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Antin Infrastructure Partners: Empowering Investment Strategies for a Sustainable Future
- How Johanson Financial Advisors Outsmarted the Q3 2021 vs. Q4 2021 Market Performance
- Lovell Minnick Partners Appoints Don Weinstein to Advisory Council
- Biondo Investment Advisors' Q3 and Q4 2022 13F Holdings Comparison: Notable Changes in Top Investments
- Outdoor Living Supply Acquires The Rock Place
- Navigating the Investment Sea: How HMS Capital's Portfolio Changed from Q4 2023 to Q1 2024
- Investing Made Easy: Comparing Q3 and Q4 2022 13F Holdings for Capital Advisors, Ltd. LLC
- Leavell Investment Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison