Global X JPMorgan Efficiente Index ETF
EFFE
EFFE was delisted on the 5th of July, 2019.
6 hedge funds and large institutions have $1.49M invested in Global X JPMorgan Efficiente Index ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
15% more capital invested
Capital invested by funds: $1.3M → $1.49M (+$191K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$242K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$31.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPC
1
Sigma Planning Corp
Ann Arbor,
Michigan
| $739K | +$135K | +5,313 | +21% |
|
|
TF
2
Trek Financial
Scottsdale,
Arizona
| $444K | +$460K | +18,060 | New |
|
|
WAP
3
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $184K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $97K | -$31.3K | -1,231 | -24% |
|
5
Morgan Stanley
New York
| $27K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $3K | -$28K | -1,100 | -89% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$242K | -9,051 | Closed |
|
EFFE Hedge Fund Activity: Q4 2018 in Review
6 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Global X JPMorgan Efficiente Index ETF (EFFE) for Q4 2018, worth a combined $1.49M — up 15% from $1.3M a quarter earlier.
Fund positioning in EFFE was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Sigma Planning Corp, adding an estimated $135K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $242K sold.
- 6 institutional investors held Global X JPMorgan Efficiente Index ETF (EFFE) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $1.49M of Global X JPMorgan Efficiente Index ETF stock for Q4 2018, up 15% quarter-over-quarter.
- 1 fund opened new Global X JPMorgan Efficiente Index ETF positions in Q4 2018 and 1 closed out, a net change of 0 holders.
- The largest Global X JPMorgan Efficiente Index ETF buyer in Q4 2018 was Sigma Planning Corp, an estimated $135K added.
- The largest Global X JPMorgan Efficiente Index ETF seller in Q4 2018 was Susquehanna International Group, an estimated $242K sold.
Based on aggregated 13F filings for Q4 2018.