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EFFE

Global X JPMorgan Efficiente Index ETF
EFFE

Delisted

EFFE was delisted on the 5th of July, 2019.

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8 hedge funds and large institutions have $4.07M invested in Global X JPMorgan Efficiente Index ETF in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.97M → $4.07M (+$94K)

0% more funds holding

Funds holding: 8 → 8 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$168K
2
Morgan Stanley
Morgan Stanley
New York
+$167K
3
Citadel Advisors
Citadel Advisors
Florida
+$31.4K
4
MFS
MSI Financial Services
Massachusetts
+$8.22K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$336K
2
Bank of America
Bank of America
North Carolina
-$55.6K
3
UBS Group
UBS Group
Switzerland
-$21.1K
4
Jane Street
Jane Street
New York
-$19.2K
5
TRCT
Tower Research Capital (TRC)
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.14M +$167K +7,435 +18%
LPL Financial
2
LPL Financial
California
$1.06M -$336K -15,000 -25%
Citadel Advisors
3
Citadel Advisors
Florida
$877K +$31.4K +1,402 +4%
Jane Street
4
Jane Street
New York
$581K -$19.2K -859 -3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$174K +$168K +7,500 New
Bank of America
6
Bank of America
North Carolina
$124K -$55.6K -2,484 -32%
UBS Group
7
UBS Group
Switzerland
$62K -$21.1K -941 -26%
MFS
8
MSI Financial Services
Massachusetts
$50K +$8.22K +367 +21%
TRCT
9
Tower Research Capital (TRC)
New York
– -$4K -170 Closed

EFFE Hedge Fund Activity: Q1 2016 in Review

8 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Global X JPMorgan Efficiente Index ETF (EFFE) for Q1 2016, worth a combined $4.07M — up 2.4% from $3.97M a quarter earlier.

Fund positioning in EFFE was balanced in Q1 2016: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $168K. The largest seller was LPL Financial, cutting an estimated $336K.

  • 8 institutional investors held Global X JPMorgan Efficiente Index ETF (EFFE) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $4.07M of Global X JPMorgan Efficiente Index ETF stock for Q1 2016, up 2.4% quarter-over-quarter.
  • 1 fund opened new Global X JPMorgan Efficiente Index ETF positions in Q1 2016 and 1 closed out, a net change of 0 holders.
  • The largest Global X JPMorgan Efficiente Index ETF buyer in Q1 2016 was Carson Wealth (CWM LLC), an estimated $168K added.
  • The largest Global X JPMorgan Efficiente Index ETF seller in Q1 2016 was LPL Financial, an estimated $336K sold.

Based on aggregated 13F filings for Q1 2016.