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EWRS

GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF

Delisted

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

20 hedge funds and large institutions have $18.6M invested in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

9% less funds holding

Funds holding: 2220 (-2)

34% less capital invested

Capital invested by funds: $28.2M → $18.6M (-$9.63M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$7.46M
HighTower Advisors
2
HighTower Advisors
Illinois
$3.14M +$480K +11,250 +16%
Morgan Stanley
3
Morgan Stanley
New York
$3.09M +$2.65M +62,121 +366%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M -$149K -3,480 -12%
LPL Financial
5
LPL Financial
California
$980K -$75.1K -1,759 -7%
CNB
6
City National Bank
California
$898K
AIG
7
American International Group
New York
$594K +$21.3K +500 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$520K +$185K +4,332 +48%
UBS Group
9
UBS Group
Switzerland
$288K +$74.1K +1,735 +31%
Bank of America
10
Bank of America
North Carolina
$238K -$1.24M -28,998 -83%
Ameriprise
11
Ameriprise
Minnesota
$214K +$234K +5,481 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$82K -$88.2K -2,067 -50%
AA
13
Apriem Advisors
California
$23K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$15K
IF
15
Ironwood Financial
Arizona
$10K
IWMPD
16
Integrated Wealth Management (Palm Desert)
California
$8K
TRCT
17
Tower Research Capital (TRC)
New York
$5K +$5.98K +140 New
NFG
18
Next Financial Group
Texas
$3K
VC
19
Vicus Capital
Pennsylvania
-$7.9M -171,893 Closed
JMPWA
20
JP Morgan Private Wealth Advisors
California
-$339K -7,383 Closed
Jane Street
21
Jane Street
New York
-$236K -5,128 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-$216K -4,701 Closed

EWRS Hedge Fund Activity: Q3 2015 in Review

20 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) for Q3 2015, worth a combined $18.6M — down 34% from $28.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EWRS and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $2.65M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.9M sold.

  • 20 institutional investors held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) as of Q3 2015, down from 22 in Q2 2015.
  • Funds reported $18.6M of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF stock for Q3 2015, down 34% quarter-over-quarter.
  • 2 funds opened new GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF positions in Q3 2015 and 4 closed out, a net change of -2 holders.
  • The largest GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF buyer in Q3 2015 was Morgan Stanley, an estimated $2.65M added.
  • The largest GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF seller in Q3 2015 was Vicus Capital, an estimated $7.9M sold.

Based on aggregated 13F filings for Q3 2015.