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NewtekOne
NEWT

Overview Fund Activity

83 hedge funds and large institutions have $99M invested in NewtekOne in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
24
Reduced
25
Closed
10
Calls
$6.66M
Puts
$5.13M
Net Calls
+$1.53M
Net Calls Change
+$484K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.95M
2
Citadel Advisors
Citadel Advisors
Florida
$1.79M
3
HF
HRT Financial
New York
$1.84M
4
LPL Financial
LPL Financial
California
$1.38M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.34M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$8.09M
2
Invesco
Invesco
Georgia
$14.2M
3
BI
Bramshill Investments
Florida
$1.06M
4
IAIM
International Assets Investment Management
Florida
$1.52M
5
VanEck Associates
VanEck Associates
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$14.2M -$2.83M -80,906 -17%
VanEck Associates
2
VanEck Associates
New York
$11.9M -$1.56M -44,571 -12%
AAM
3
Advisors Asset Management
Colorado
$8.2M -$302K -8,644 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.09M -$2.86M -82,000 -26%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.15M -$709K -20,301 -10%
MCM
6
McKinley Capital Management
Alaska
$4.71M -$61.7K -1,767 -1%
BA
7
Bard Associates
Illinois
$4.62M -$87.4K -2,502 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.58M +$140K +4,016 +6%
Ameriprise
9
Ameriprise
Minnesota
$1.95M +$1.95M +55,750 New
UBS Group
10
UBS Group
Switzerland
$1.85M +$117K +3,346 +7%
HF
11
HRT Financial
New York
$1.84M +$1.06M +30,485 +138%
RJA
12
Raymond James & Associates
Florida
$1.81M -$513K -14,701 -22%
Citadel Advisors
13
Citadel Advisors
Florida
$1.79M +$1.31M +37,564 +276%
AWA
14
Arkadios Wealth Advisors
Georgia
$1.57M +$28.8K +825 +2%
Morgan Stanley
15
Morgan Stanley
New York
$1.52M -$912K -26,098 -38%
IAIM
16
International Assets Investment Management
Florida
$1.52M -$1.9M -54,425 -56%
LPL Financial
17
LPL Financial
California
$1.38M +$754K +21,580 +121%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.38M -$54.5K -1,560 -4%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$1.34M +$721K +20,652 +116%
AC
20
Avenir Corporation
Virginia
$1.33M – – –
Stifel Financial
21
Stifel Financial
Missouri
$1.3M -$115K -3,295 -8%
FFA
22
Founders Financial Alliance
North Carolina
$1.24M +$24.1K +691 +2%
BI
23
Bramshill Investments
Florida
$1.06M -$2.22M -63,627 -68%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$976K +$18.8K +538 +2%
GEA
25
Glen Eagle Advisors
New Jersey
$933K +$30.7K +880 +3%
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