We are live on ! Find out more
LFEQ icon

VanEck Long/Flat Trend ETF

21 hedge funds and large institutions have $22M invested in VanEck Long/Flat Trend ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7.19% more ownership

Funds ownership: 43.37%50.56% (+7.2%)

0% more funds holding

Funds holding: 2121 (0)

26% less capital invested

Capital invested by funds: $29.7M → $22M (-$7.69M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.54M -$223K -7,825 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.46M -$456K -16,036 -10%
Wolverine Trading
3
Wolverine Trading
Illinois
$2.88M +$2.81M +98,682 +524%
LPL Financial
4
LPL Financial
California
$2.48M +$976K +34,316 +50%
SWA
5
SFMG Wealth Advisors
Texas
$2.27M -$193K -6,776 -7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.02M +$2.38M +83,755 New
CWM
7
Cornerstone Wealth Management
Missouri
$1.69M +$106K +3,712 +6%
UCFA
8
United Capital Financial Advisors
Texas
$687K -$2.02M -70,936 -71%
Citadel Advisors
9
Citadel Advisors
Florida
$635K +$749K +26,333 New
Goldman Sachs
10
Goldman Sachs
New York
$626K +$739K +25,979 New
Jane Street
11
Jane Street
New York
$508K +$173K +6,086 +41%
WAS
12
Wealth Advisory Solutions
Indiana
$294K -$33K -1,161 -9%
IA
13
IFP Advisors
Florida
$276K -$98.4K -3,460 -23%
BCI
14
Brinker Capital Investments
Pennsylvania
$266K
UBS Group
15
UBS Group
Switzerland
$104K +$7.57K +266 +7%
FWP
16
FAS Wealth Partners
Kansas
$94K
Osaic Holdings
17
Osaic Holdings
Arizona
$84K +$99.3K +3,491 New
GWM
18
Geneos Wealth Management
Colorado
$57K
WQ
19
Wealth Quarterback
New Jersey
$10.4K -$289K -10,167 -96%
S
20
SignatureFD
Georgia
$8K +$9.3K +327 New
ET
21
Equitable Trust
Tennessee
-$5.64M -187,416 Closed
LNC
22
Lincoln National Corp
Pennsylvania
-$1.24M -41,135 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$673K -22,380 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$19K -632 Closed
Wells Fargo
25
Wells Fargo
California
+$28 +1 New

LFEQ Hedge Fund Activity: Q1 2020 in Review

21 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in VanEck Long/Flat Trend ETF (LFEQ) for Q1 2020, worth a combined $22M — down 26% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LFEQ positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $2.81M. The largest seller was Equitable Trust, exiting entirely with an estimated $5.64M sold.

  • 21 institutional investors held VanEck Long/Flat Trend ETF (LFEQ) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $22M of VanEck Long/Flat Trend ETF stock for Q1 2020, down 26% quarter-over-quarter.
  • 6 funds opened new VanEck Long/Flat Trend ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Long/Flat Trend ETF buyer in Q1 2020 was Wolverine Trading, an estimated $2.81M added.
  • The largest VanEck Long/Flat Trend ETF seller in Q1 2020 was Equitable Trust, an estimated $5.64M sold.

Based on aggregated 13F filings for Q1 2020.