EquityCompass Risk Manager ETF
ERM was delisted on the 14th of July, 2023.
5 hedge funds and large institutions have $6.23M invested in EquityCompass Risk Manager ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
5% more capital invested
Capital invested by funds: $5.92M → $6.23M (+$317K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$371K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.6K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$18.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$190K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Stifel Financial
St. Louis,
Missouri
| $5.82M | -$190K | -10,654 | -3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $368K | +$371K | +20,802 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $29K | +$19.6K | +1,097 | +207% |
|
|
PFS
4
Prospera Financial Services
Dallas,
Texas
| $18K | +$18.2K | +1,022 | New |
|
|
5
Wells Fargo
San Francisco,
California
| – | +$18 | +1 | New |
|
ERM Hedge Fund Activity: Q3 2020 in Review
5 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in EquityCompass Risk Manager ETF (ERM) for Q3 2020, worth a combined $6.23M — up 5.4% from $5.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ERM positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $371K. The largest seller was Stifel Financial, cutting an estimated $190K.
- 5 institutional investors held EquityCompass Risk Manager ETF (ERM) as of Q3 2020, up from 2 in Q2 2020.
- Funds reported $6.23M of EquityCompass Risk Manager ETF stock for Q3 2020, up 5.4% quarter-over-quarter.
- 3 funds opened new EquityCompass Risk Manager ETF positions in Q3 2020 and 0 closed out, a net change of +3 holders.
- The largest EquityCompass Risk Manager ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $371K added.
- The largest EquityCompass Risk Manager ETF seller in Q3 2020 was Stifel Financial, an estimated $190K sold.
Based on aggregated 13F filings for Q3 2020.