Acquirers Small and Micro Deep Value ETF
DEEP
10 hedge funds and large institutions have $65.4M invested in Acquirers Small and Micro Deep Value ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
391% more capital invested
Capital invested by funds: $13.3M → $65.4M (+$52.1M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57.42% more ownership
Funds ownership: 16.29% → 73.71% (+57%)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$60.2M |
| 2 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$425K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$87.5K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$58.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$28.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWMH
Tiedemann Wealth Management Holdings
New York
|
-$7.99M |
| 2 |
Jane Street
New York
|
-$361K |
| 3 |
LPL Financial
San Diego,
California
|
-$335K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$228K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TA
1
Tiedemann Advisors
New York
| $61.3M | +$60.2M | +2,237,390 | +5,457% |
|
|
TWMH
2
Tiedemann Wealth Management Holdings
New York
| $2.47M | -$7.99M | -297,088 | -76% |
|
|
3
Jane Street
New York
| $638K | -$361K | -13,411 | -36% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $461K | +$87.5K | +3,251 | +23% |
|
|
WF
5
Welch & Forbes
Boston,
Massachusetts
| $425K | +$425K | +15,809 | New |
|
|
PFO
6
Pathstone Family Office
Englewood,
New Jersey
| $58K | +$58.3K | +2,166 | New |
|
|
7
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $39K | -$14.7K | -547 | -27% |
|
|
8
UBS Group
Zurich,
Switzerland
| $28K | +$28.3K | +1,053 | New |
|
|
WOC
9
West Oak Capital
Westlake Village,
California
| $21.6K | – | – | – |
|
|
10
LPL Financial
San Diego,
California
| – | -$335K | -12,506 | Closed |
|
|
DAS
11
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$228K | -8,649 | Closed |
|
DEEP Hedge Fund Activity: Q1 2017 in Review
10 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Acquirers Small and Micro Deep Value ETF (DEEP) for Q1 2017, worth a combined $65.4M — up 391% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DEEP positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Tiedemann Advisors, adding an estimated $60.2M. The largest seller was Tiedemann Wealth Management Holdings, cutting an estimated $7.99M.
- 10 institutional investors held Acquirers Small and Micro Deep Value ETF (DEEP) as of Q1 2017, up from 9 in Q4 2016.
- Funds reported $65.4M of Acquirers Small and Micro Deep Value ETF stock for Q1 2017, up 391% quarter-over-quarter.
- 3 funds opened new Acquirers Small and Micro Deep Value ETF positions in Q1 2017 and 2 closed out, a net change of +1 holder.
- The largest Acquirers Small and Micro Deep Value ETF buyer in Q1 2017 was Tiedemann Advisors, an estimated $60.2M added.
- The largest Acquirers Small and Micro Deep Value ETF seller in Q1 2017 was Tiedemann Wealth Management Holdings, an estimated $7.99M sold.
Based on aggregated 13F filings for Q1 2017.