The Long-Term Care ETF
OLD was delisted on the 11th of October, 2021.
12 hedge funds and large institutions have $5.67M invested in The Long-Term Care ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more capital invested
Capital invested by funds: $3.77M → $5.67M (+$1.9M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$275K |
| 3 |
LPL Financial
San Diego,
California
|
+$125K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$26.6K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$2.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$25K |
| 2 |
SCA
Snowden Capital Advisors
New York
|
-$17.8K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.17K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$3.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.02M | +$1.07M | +39,061 | +117% |
|
|
2
LPL Financial
San Diego,
California
| $1.37M | +$125K | +4,565 | +10% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $655K | -$4.17K | -153 | -0.6% |
|
|
WWM
4
Western Wealth Management
Golden,
Colorado
| $579K | -$3.14K | -115 | -0.5% |
|
|
SCA
5
Snowden Capital Advisors
New York
| $423K | -$17.8K | -653 | -4% |
|
|
6
Citadel Advisors
Miami,
Florida
| $282K | +$275K | +10,075 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $214K | +$26.6K | +975 | +15% |
|
|
APA
8
American Portfolios Advisors
Holbrook,
New York
| $58.9K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $24K | -$1.23K | -45 | -5% |
|
10
Wells Fargo
San Francisco,
California
| $21K | – | – | – |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| $11K | – | – | – |
|
|
AF
12
Advisornet Financial
Minnetonka,
Minnesota
| $3K | +$2.73K | +100 | New |
|
|
TWA
13
TCI Wealth Advisors
Tucson,
Arizona
| – | -$25K | -1,000 | Closed |
|
|
AIC
14
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -195 | Closed |
|
OLD Hedge Fund Activity: Q1 2019 in Review
12 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in The Long-Term Care ETF (OLD) for Q1 2019, worth a combined $5.67M — up 50% from $3.77M a quarter earlier.
Fund positioning in OLD was balanced in Q1 2019: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $1.07M. The largest seller was TCI Wealth Advisors, exiting entirely with an estimated $25K sold.
- 12 institutional investors held The Long-Term Care ETF (OLD) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $5.67M of The Long-Term Care ETF stock for Q1 2019, up 50% quarter-over-quarter.
- 2 funds opened new The Long-Term Care ETF positions in Q1 2019 and 2 closed out, a net change of 0 holders.
- The largest The Long-Term Care ETF buyer in Q1 2019 was Jane Street, an estimated $1.07M added.
- The largest The Long-Term Care ETF seller in Q1 2019 was TCI Wealth Advisors, an estimated $25K sold.
Based on aggregated 13F filings for Q1 2019.