Aptus Fortified Value ETF
FTVA
FTVA was delisted on the 26th of December, 2019.
14 hedge funds and large institutions have $54.7M invested in Aptus Fortified Value ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
115% more capital invested
Capital invested by funds: $25.4M → $54.7M (+$29.2M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
56% more funds holding
Funds holding: 9 → 14 (+5)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPSG
Wealth & Pension Services Group
Atlanta,
Georgia
|
+$2.56M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$651K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$490K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$74.7K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$65.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$1.64M |
| 2 |
Jane Street
New York
|
-$470K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$304K |
| 4 |
SG
StoneX Group
New York
|
-$104K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$52.4K |
FTVA Hedge Fund Activity: Q4 2018 in Review
14 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aptus Fortified Value ETF (FTVA) for Q4 2018, worth a combined $54.7M — up 115% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FTVA positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Wealth & Pension Services Group, opening a new position worth an estimated $2.56M. The largest seller was Paragon Wealth Strategies, cutting an estimated $1.64M.
- 14 institutional investors held Aptus Fortified Value ETF (FTVA) as of Q4 2018, up from 9 in Q3 2018.
- Funds reported $54.7M of Aptus Fortified Value ETF stock for Q4 2018, up 115% quarter-over-quarter.
- 6 funds opened new Aptus Fortified Value ETF positions in Q4 2018 and 1 closed out, a net change of +5 holders.
- The largest Aptus Fortified Value ETF buyer in Q4 2018 was Wealth & Pension Services Group, an estimated $2.56M added.
- The largest Aptus Fortified Value ETF seller in Q4 2018 was Paragon Wealth Strategies, an estimated $1.64M sold.
Based on aggregated 13F filings for Q4 2018.