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DMRL

DeltaShares S&P 500 Managed Risk ETF
DMRL

Delisted

DMRL was delisted on the 7th of April, 2022.

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5 hedge funds and large institutions have $419M invested in DeltaShares S&P 500 Managed Risk ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

6% more capital invested

Capital invested by funds: $393M → $419M (+$25.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.01M
2
LPL Financial
LPL Financial
California
+$217K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.74K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MFRM
1
Milliman Financial Risk Management
Illinois
$417M – – –
Stifel Financial
2
Stifel Financial
Missouri
$1.03M +$1.01M +19,075 New
LPL Financial
3
LPL Financial
California
$223K +$217K +4,119 New
AG
4
Advisor Group
Arizona
$4K – – –
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.74K +33 New

DMRL Hedge Fund Activity: Q4 2017 in Review

5 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DeltaShares S&P 500 Managed Risk ETF (DMRL) for Q4 2017, worth a combined $419M — up 6.4% from $393M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DMRL positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.01M.

  • 5 institutional investors held DeltaShares S&P 500 Managed Risk ETF (DMRL) as of Q4 2017, up from 2 in Q3 2017.
  • Funds reported $419M of DeltaShares S&P 500 Managed Risk ETF stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 3 funds opened new DeltaShares S&P 500 Managed Risk ETF positions in Q4 2017 and 0 closed out, a net change of +3 holders.
  • The largest DeltaShares S&P 500 Managed Risk ETF buyer in Q4 2017 was Stifel Financial, an estimated $1.01M added.

Based on aggregated 13F filings for Q4 2017.