We are live on ! Find out more
ERM

EquityCompass Risk Manager ETF

Delisted

ERM was delisted on the 14th of July, 2023.

3 hedge funds and large institutions have $5.61M invested in EquityCompass Risk Manager ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 13 (+2)

72% more capital invested

Capital invested by funds: $3.27M → $5.61M (+$2.34M)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.22M
2
Jane Street
Jane Street
New York
+$329K
3
UBS Group
UBS Group
Switzerland
+$1.69K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$5.29M +$2.22M +98,469 +67%
Jane Street
2
Jane Street
New York
$316K +$329K +14,624 New
UBS Group
3
UBS Group
Switzerland
$2K +$1.69K +75 New

ERM Hedge Fund Activity: Q1 2018 in Review

3 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in EquityCompass Risk Manager ETF (ERM) for Q1 2018, worth a combined $5.61M — up 72% from $3.27M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ERM positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.22M.

  • 3 institutional investors held EquityCompass Risk Manager ETF (ERM) as of Q1 2018, up from 1 in Q4 2017.
  • Funds reported $5.61M of EquityCompass Risk Manager ETF stock for Q1 2018, up 72% quarter-over-quarter.
  • 2 funds opened new EquityCompass Risk Manager ETF positions in Q1 2018 and 0 closed out, a net change of +2 holders.
  • The largest EquityCompass Risk Manager ETF buyer in Q1 2018 was Stifel Financial, an estimated $2.22M added.

Based on aggregated 13F filings for Q1 2018.