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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 $17.8M invested in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 2220 (-2)

14% less capital invested

Capital invested by funds: $20.8M → $17.8M (-$2.95M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

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
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
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
$7.61M -$3.76K -104 -0.1%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.91M +$765K +21,161 +28%
LPL Financial
3
LPL Financial
California
$1.68M +$59.4K +1,644 +4%
Morgan Stanley
4
Morgan Stanley
New York
$972K -$1.58M -43,696 -64%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$761K -$2.46M -68,182 -78%
UBS Group
6
UBS Group
Switzerland
$580K +$469K +12,975 +831%
ADL
7
Asset Dedication LLC
California
$542K +$293K +8,119 +149%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$492K -$32.3K -895 -7%
Jane Street
9
Jane Street
New York
$379K -$45.3K -1,252 -12%
Bank of America
10
Bank of America
North Carolina
$293K -$188K -5,209 -41%
Citadel Advisors
11
Citadel Advisors
Florida
$283K +$256K +7,087 New
PAG
12
Private Advisor Group
New Jersey
$270K -$24.2K -669 -9%
TRCT
13
Tower Research Capital (TRC)
New York
$24K +$36 +1 +0.2%
AIG
14
American International Group
New York
$10K
IWMPD
15
Integrated Wealth Management (Palm Desert)
California
$8K
MFS
16
MSI Financial Services
Massachusetts
$8K
NFG
17
Next Financial Group
Texas
$3K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$25K -620 Closed
AA
19
Apriem Advisors
California
-$24K -600 Closed
AIA
20
Allegis Investment Advisors
Idaho
-$9K -225 Closed
Wells Fargo
21
Wells Fargo
California
+$36 +1 +33%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
+$361 +10 New

EWRS Hedge Fund Activity: Q1 2016 in Review

20 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) for Q1 2016, worth a combined $17.8M — down 14% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EWRS and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was HighTower Advisors, adding an estimated $765K. The largest seller was Susquehanna International Group, cutting an estimated $2.46M.

  • 20 institutional investors held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) as of Q1 2016, down from 22 in Q4 2015.
  • Funds reported $17.8M of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF stock for Q1 2016, down 14% quarter-over-quarter.
  • 2 funds opened new GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF positions in Q1 2016 and 4 closed out, a net change of -2 holders.
  • The largest GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF buyer in Q1 2016 was HighTower Advisors, an estimated $765K added.
  • The largest GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF seller in Q1 2016 was Susquehanna International Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q1 2016.