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VanEck Long/Flat Trend ETF

21 hedge funds and large institutions have $29.7M invested in VanEck Long/Flat Trend ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $24.8M → $29.7M (+$4.9M)

11% more funds holding

Funds holding: 1921 (+2)

5.73% more ownership

Funds ownership: 37.64%43.37% (+5.7%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
1
Equitable Trust
Tennessee
$5.64M +$2.4M +82,835 +79%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.8M +$555K +19,126 +14%
Bank of America
3
Bank of America
North Carolina
$4.65M -$95.1K -3,278 -2%
SWA
4
SFMG Wealth Advisors
Texas
$3.03M +$389K +13,419 +15%
UCFA
5
United Capital Financial Advisors
Texas
$2.99M -$741K -25,544 -20%
LPL Financial
6
LPL Financial
California
$2.07M +$401K +13,808 +25%
CWM
7
Cornerstone Wealth Management
Missouri
$1.99M +$16.9K +581 +0.9%
LNC
8
Lincoln National Corp
Pennsylvania
$1.24M +$323K +11,129 +37%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$673K +$143K +4,927 +28%
Wolverine Trading
10
Wolverine Trading
Illinois
$565K +$32.5K +1,120 +6%
Jane Street
11
Jane Street
New York
$451K +$435K +14,983 New
IA
12
IFP Advisors
Florida
$445K -$29.2K -1,006 -6%
WAS
13
Wealth Advisory Solutions
Indiana
$402K +$388K +13,368 New
BCI
14
Brinker Capital Investments
Pennsylvania
$332K
UBS Group
15
UBS Group
Switzerland
$122K +$93.3K +3,215 +380%
FWP
16
FAS Wealth Partners
Kansas
$117K +$113K +3,902 New
GWM
17
Geneos Wealth Management
Colorado
$73K +$71K +2,448 New
AG
18
Advisor Group
Arizona
$42K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$30K
Morgan Stanley
20
Morgan Stanley
New York
$19K +$18.3K +632 New
WQ
21
Wealth Quarterback
New Jersey
$431 +$308K +10,598 New
ASN
22
Advisory Services Network
Georgia
-$601K -21,798 Closed
Goldman Sachs
23
Goldman Sachs
New York
-$529K -18,867 Closed
MC
24
Moors & Cabot
Massachusetts
-$336K -12,000 Closed
FAAS
25
First Allied Advisory Services
California
-$15K -549 Closed

LFEQ Hedge Fund Activity: Q4 2019 in Review

21 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in VanEck Long/Flat Trend ETF (LFEQ) for Q4 2019, worth a combined $29.7M — up 20% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LFEQ positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Equitable Trust, adding an estimated $2.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $741K.

  • 21 institutional investors held VanEck Long/Flat Trend ETF (LFEQ) as of Q4 2019, up from 19 in Q3 2019.
  • Funds reported $29.7M of VanEck Long/Flat Trend ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 6 funds opened new VanEck Long/Flat Trend ETF positions in Q4 2019 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Long/Flat Trend ETF buyer in Q4 2019 was Equitable Trust, an estimated $2.4M added.
  • The largest VanEck Long/Flat Trend ETF seller in Q4 2019 was United Capital Financial Advisors, an estimated $741K sold.

Based on aggregated 13F filings for Q4 2019.