EquityCompass Risk Manager ETF
ERM was delisted on the 14th of July, 2023.
6 hedge funds and large institutions have $9.97M invested in EquityCompass Risk Manager ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
4% less capital invested
Capital invested by funds: $10.4M → $9.97M (-$425K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.73K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$564K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$365K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Stifel Financial
St. Louis,
Missouri
| $9.11M | -$564K | -25,812 | -6% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $758K | -$365K | -16,714 | -33% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $64K | -$46.2K | -2,113 | -42% |
|
|
4
UBS Group
Zurich,
Switzerland
| $32.5K | -$14.5K | -666 | -31% |
|
|
ACA
5
Aptus Capital Advisors
Fairhope,
Alabama
| $1.73K | +$1.73K | +79 | New |
|
|
6
Wells Fargo
San Francisco,
California
| $44 | +$22 | +1 | +100% |
|
ERM Hedge Fund Activity: Q4 2022 in Review
6 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in EquityCompass Risk Manager ETF (ERM) for Q4 2022, worth a combined $9.97M — down 4.1% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new ERM positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $1.73K. The largest seller was Stifel Financial, cutting an estimated $564K.
- 6 institutional investors held EquityCompass Risk Manager ETF (ERM) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $9.97M of EquityCompass Risk Manager ETF stock for Q4 2022, down 4.1% quarter-over-quarter.
- 1 fund opened new EquityCompass Risk Manager ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
- The largest EquityCompass Risk Manager ETF buyer in Q4 2022 was Aptus Capital Advisors, an estimated $1.73K added.
- The largest EquityCompass Risk Manager ETF seller in Q4 2022 was Stifel Financial, an estimated $564K sold.
Based on aggregated 13F filings for Q4 2022.