The Long-Term Care ETF
OLD was delisted on the 11th of October, 2021.
11 hedge funds and large institutions have $5.27M invested in The Long-Term Care ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
21% more capital invested
Capital invested by funds: $4.35M → $5.27M (+$924K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$636K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$36.9K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$24.7K |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$19.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.36K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$7.17K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Jane Street
New York
| $2.62M | +$3.77K | +143 | +0.1% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.04M | +$636K | +24,098 | +159% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $898K | +$36.9K | +1,400 | +4% |
|
4
LPL Financial
San Diego,
California
| $463K | +$9.63K | +365 | +2% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $104K | +$24.7K | +935 | +31% |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $55.8K | -$7.17K | -272 | -11% |
|
|
TWA
7
TCI Wealth Advisors
Tucson,
Arizona
| $27K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $24K | +$13K | +493 | +123% |
|
|
APP
9
Avantax Planning Partners
Dubuque,
Iowa
| $20K | +$19.8K | +750 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $11K | -$8.36K | -317 | -44% |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| $11K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$3K | -100 | Closed |
|
OLD Hedge Fund Activity: Q3 2018 in Review
11 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in The Long-Term Care ETF (OLD) for Q3 2018, worth a combined $5.27M — up 21% from $4.35M a quarter earlier.
Fund positioning in OLD was balanced in Q3 2018: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $636K. The largest seller was UBS Group, cutting an estimated $8.36K.
- 11 institutional investors held The Long-Term Care ETF (OLD) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $5.27M of The Long-Term Care ETF stock for Q3 2018, up 21% quarter-over-quarter.
- 1 fund opened new The Long-Term Care ETF positions in Q3 2018 and 1 closed out, a net change of 0 holders.
- The largest The Long-Term Care ETF buyer in Q3 2018 was Citadel Advisors, an estimated $636K added.
- The largest The Long-Term Care ETF seller in Q3 2018 was UBS Group, an estimated $8.36K sold.
Based on aggregated 13F filings for Q3 2018.