Sage ESG Intermediate Credit ETF
GUDB
GUDB was delisted on the 28th of December, 2020.
7 hedge funds and large institutions have $13.5M invested in Sage ESG Intermediate Credit ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $13.7M → $13.5M (-$230K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$242K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$210K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$82.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$388K |
| 2 |
Jane Street
New York
|
-$228K |
| 3 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAS
1
Sage Advisory Services
Austin,
Texas
| $12M | – | – | – |
|
|
2
Jane Street
New York
| $891K | -$228K | -4,462 | -20% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $240K | +$242K | +4,739 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $208K | +$210K | +4,107 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $82K | +$82.8K | +1,622 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | -$2.91K | -57 | -7% |
|
|
AIP
7
Ameritas Investment Partners
Lincoln,
Nebraska
| $17K | -$5K | -98 | -22% |
|
|
8
LPL Financial
San Diego,
California
| – | -$388K | -7,579 | Closed |
|
GUDB Hedge Fund Activity: Q4 2019 in Review
7 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sage ESG Intermediate Credit ETF (GUDB) for Q4 2019, worth a combined $13.5M — down 1.7% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GUDB positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $242K. The largest seller was LPL Financial, exiting entirely with an estimated $388K sold.
- 7 institutional investors held Sage ESG Intermediate Credit ETF (GUDB) as of Q4 2019, up from 5 in Q3 2019.
- Funds reported $13.5M of Sage ESG Intermediate Credit ETF stock for Q4 2019, down 1.7% quarter-over-quarter.
- 3 funds opened new Sage ESG Intermediate Credit ETF positions in Q4 2019 and 1 closed out, a net change of +2 holders.
- The largest Sage ESG Intermediate Credit ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $242K added.
- The largest Sage ESG Intermediate Credit ETF seller in Q4 2019 was LPL Financial, an estimated $388K sold.
Based on aggregated 13F filings for Q4 2019.