Clear Point Advisors Inc.

Clear Point Advisors’ $129 million book defies easy characterization — not because the mandate is secret, but because it is genuinely eclectic. The fund holds 75 securities, of which the vast majority are exchange-traded funds, and in the first quarter it changed 78 of those positions: 28 additions, 28 eliminations, 11 increases, and 9 decreases. That is near-total portfolio churn in a single quarter, executed inside a sleeve structure that blends dividend-value, growth, and momentum ETFs with a heavy preferences for Innovator, First Trust, JPMorgan short-duration, and Doubleline products.

The most notable additions were thematic and macro hedges. iShares Bitcoin Trust (IBIT) opened at $4.4 million, giving the fund direct cryptocurrency-beta exposure inside an ETF wrapper. GraniteShares Gold Trust (BAR) entered at $4.3 million, adding a gold-hedge layer. State Street Corp — the only major individual financial name — opened at $11.3 million and is now the second-largest holding, an unusual bet on the back-office infrastructure and asset-servicing business rather than a bank or an asset manager. The Innovator FFTY ETF, a quant-momentum sleeve, became the single largest holding at $14.9 million.