GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF
EWRM
EWRM was delisted on the 26th of January, 2016.
27 hedge funds and large institutions have $62.5M invested in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $54.9M → $62.5M (+$7.6M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.25M |
| 2 |
Jane Street
New York
|
+$3.52M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$3.27M |
| 4 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
+$2.74M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$10M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.32M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$564K |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$212K |
| 5 |
CPO
Cerity Partners OCIO
New York
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | – | – | – |
|
|
VKH
27
Virtu KCG Holdings
New York
| – | -$564K | -9,795 | Closed |
|
|
VC
28
Vicus Capital
State College,
Pennsylvania
| – | -$212K | -3,678 | Closed |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -288 | Closed |
|
EWRM Hedge Fund Activity: Q1 2017 in Review
27 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) for Q1 2017, worth a combined $62.5M — up 14% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EWRM positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.25M. The largest seller was Harvest Capital Management, cutting an estimated $10M.
- 27 institutional investors held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $62.5M of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 4 funds opened new GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF positions in Q1 2017 and 3 closed out, a net change of +1 holder.
- The largest GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF buyer in Q1 2017 was Morgan Stanley, an estimated $5.25M added.
- The largest GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF seller in Q1 2017 was Harvest Capital Management, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2017.