EquityCompass Risk Manager ETF
ERM was delisted on the 14th of July, 2023.
5 hedge funds and large institutions have $7.76M invested in EquityCompass Risk Manager ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
25% more capital invested
Capital invested by funds: $6.23M → $7.76M (+$1.53M)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$221K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$149K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$739 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Stifel Financial
St. Louis,
Missouri
| $7.13M | +$221K | +11,345 | +3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $596K | +$149K | +7,666 | +37% |
|
|
3
UBS Group
Zurich,
Switzerland
| $35K | +$739 | +38 | +2% |
|
|
SIAG
4
Safeguard Investment Advisory Group
Corona,
California
| $2K | +$2.43K | +125 | New |
|
|
PFS
5
Prospera Financial Services
Dallas,
Texas
| – | -$18K | -1,022 | Closed |
|
ERM Hedge Fund Activity: Q4 2020 in Review
5 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in EquityCompass Risk Manager ETF (ERM) for Q4 2020, worth a combined $7.76M — up 25% from $6.23M a quarter earlier.
Fund positioning in ERM was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Stifel Financial, adding an estimated $221K. The largest seller was Prospera Financial Services, exiting entirely with an estimated $18K sold.
- 5 institutional investors held EquityCompass Risk Manager ETF (ERM) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $7.76M of EquityCompass Risk Manager ETF stock for Q4 2020, up 25% quarter-over-quarter.
- 1 fund opened new EquityCompass Risk Manager ETF positions in Q4 2020 and 1 closed out, a net change of 0 holders.
- The largest EquityCompass Risk Manager ETF buyer in Q4 2020 was Stifel Financial, an estimated $221K added.
- The largest EquityCompass Risk Manager ETF seller in Q4 2020 was Prospera Financial Services, an estimated $18K sold.
Based on aggregated 13F filings for Q4 2020.