iShares MSCI USA Equal Weighted ETF
EUSA
42 hedge funds and large institutions have $32.5M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 11 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
5% less funds holding
Funds holding: 44 → 42 (-2)
16.37% less ownership
Funds ownership: 29.54% → 13.17% (-16%)
70% less capital invested
Capital invested by funds: $107M → $32.5M (-$74.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.57M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$2.58M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.72M |
| 4 |
WMG
WESCAP Management Group
Glendale,
California
|
+$870K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$610K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$23.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$19.2M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$19.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.99M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$2.49M |
EUSA Hedge Fund Activity: Q1 2020 in Review
42 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2020, worth a combined $32.5M — down 70% from $107M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EUSA positions and 11 closed out — a net gain of 1 holder — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.57M. The largest seller was ARS Wealth Advisors, exiting entirely with an estimated $23.4M sold.
- 42 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2020, down from 44 in Q4 2019.
- Funds reported $32.5M of iShares MSCI USA Equal Weighted ETF stock for Q1 2020, down 70% quarter-over-quarter.
- 12 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2020 and 11 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $4.57M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2020 was ARS Wealth Advisors, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2020.