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EWRM

GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF

Delisted

EWRM was delisted on the 26th of January, 2016.

27 hedge funds and large institutions have $81.8M invested in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less capital invested

Capital invested by funds: $85M → $81.8M (-$3.21M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
3
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$31M +$76.2K +1,573 +0.2%
HCM
2
Harvest Capital Management
New Hampshire
$14.7M +$1.9M +39,255 +15%
VC
3
Vicus Capital
Pennsylvania
$8.14M -$309K -6,389 -4%
Morgan Stanley
4
Morgan Stanley
New York
$6.54M -$1.12M -23,230 -14%
Bank of America
5
Bank of America
North Carolina
$5.99M +$277K +5,722 +5%
IAA
6
Ironsides Asset Advisors
North Carolina
$3.07M -$295K -6,100 -9%
Wells Fargo
7
Wells Fargo
California
$2.7M +$697K +14,407 +34%
LPL Financial
8
LPL Financial
California
$1.61M +$821K +16,948 +97%
RJA
9
Raymond James & Associates
Florida
$1.31M +$45K +929 +3%
Jane Street
10
Jane Street
New York
$1.3M +$760K +15,689 +135%
Stifel Financial
11
Stifel Financial
Missouri
$1.21M -$152K -3,142 -11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$955K -$3.45M -71,332 -78%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$561K -$286K -5,912 -33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$540K -$123K -2,541 -18%
VKH
15
Virtu KCG Holdings
New York
$463K +$472K +9,743 New
UBS Group
16
UBS Group
Switzerland
$362K -$893K -18,444 -71%
GA
17
Gateway Advisory
New Jersey
$359K -$22.3K -460 -6%
JP Morgan Chase
18
JP Morgan Chase
New York
$327K -$31.9K -659 -9%
PAG
19
Private Advisor Group
New Jersey
$291K +$297K +6,126 New
AIG
20
American International Group
New York
$156K +$97 +2 +0.1%
MFS
21
MSI Financial Services
Massachusetts
$149K +$35.1K +725 +30%
Citigroup
22
Citigroup
New York
$65K -$10.6K -218 -14%
AIA
23
Allegis Investment Advisors
Idaho
$37K +$38K +785 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$16K +$48 +1 +0.3%
TRCT
25
Tower Research Capital (TRC)
New York
$3K -$14.8K -306 -81%

EWRM Hedge Fund Activity: Q4 2015 in Review

27 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) for Q4 2015, worth a combined $81.8M — down 3.8% from $85M a quarter earlier.

Fund positioning in EWRM was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 12 trimmed.

The largest buyer was Harvest Capital Management, adding an estimated $1.9M. The largest seller was Susquehanna International Group, cutting an estimated $3.45M.

  • 27 institutional investors held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $81.8M of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF stock for Q4 2015, down 3.8% quarter-over-quarter.
  • 3 funds opened new GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF positions in Q4 2015 and 3 closed out, a net change of 0 holders.
  • The largest GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF buyer in Q4 2015 was Harvest Capital Management, an estimated $1.9M added.
  • The largest GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF seller in Q4 2015 was Susquehanna International Group, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2015.