We are live on ! Find out more
OLD

The Long-Term Care ETF

Delisted

OLD was delisted on the 11th of October, 2021.

21 hedge funds and large institutions have $11.8M invested in The Long-Term Care ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

212% more capital invested

Capital invested by funds: $3.77M → $11.8M (+$7.99M)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

50% more funds holding

Funds holding: 1421 (+7)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
5
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Niemann Capital Management
Nevada
$4.57M +$4.46M +147,947 New
Jane Street
2
Jane Street
New York
$1.9M +$1.03M +34,233 +125%
LPL Financial
3
LPL Financial
California
$1.17M +$632K +20,973 +124%
IA
4
IFP Advisors
Florida
$1.14M +$1.13M +37,347 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$772K +$109K +3,602 +17%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$490K +$270K +8,971 +130%
WWM
7
Western Wealth Management
Colorado
$464K -$38.2K -1,269 -8%
SCA
8
Snowden Capital Advisors
New York
$447K -$10.8K -358 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$312K +$304K +10,100 New
PAG
10
Private Advisor Group
New Jersey
$263K +$38.2K +1,268 +18%
APA
11
American Portfolios Advisors
New York
$65.1K
AG
12
Advisor Group
Arizona
$58K +$56.8K +1,887 New
Bank of America
13
Bank of America
North Carolina
$26K
AIC
14
Ameritas Investment Company
Nebraska
$18K +$17.9K +595 New
LWM
15
Liberty Wealth Management
California
$15K +$14.5K +481 New
GWM
16
Geneos Wealth Management
Colorado
$12K
GWMIA
17
Global Wealth Management Investment Advisory
Florida
$10K +$10.2K +338 New
CFGS
18
Concourse Financial Group Securities
Alabama
$8K +$7.53K +250 New
FAAS
19
First Allied Advisory Services
California
$6K +$6.03K +200 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$4K
GRP
21
Global Retirement Partners
California
$1K +$753 +25 New
Citadel Advisors
22
Citadel Advisors
Florida
-$465K -16,185 Closed
Wells Fargo
23
Wells Fargo
California
-$21K -744 Closed
AF
24
Advisornet Financial
Minnesota
-$3K -100 Closed

OLD Hedge Fund Activity: Q3 2019 in Review

21 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in The Long-Term Care ETF (OLD) for Q3 2019, worth a combined $11.8M — up 212% from $3.77M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OLD positions and 3 closed out — a net gain of 7 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $4.46M. The largest seller was Citadel Advisors, exiting entirely with an estimated $465K sold.

  • 21 institutional investors held The Long-Term Care ETF (OLD) as of Q3 2019, up from 14 in Q2 2019.
  • Funds reported $11.8M of The Long-Term Care ETF stock for Q3 2019, up 212% quarter-over-quarter.
  • 10 funds opened new The Long-Term Care ETF positions in Q3 2019 and 3 closed out, a net change of +7 holders.
  • The largest The Long-Term Care ETF buyer in Q3 2019 was Niemann Capital Management, an estimated $4.46M added.
  • The largest The Long-Term Care ETF seller in Q3 2019 was Citadel Advisors, an estimated $465K sold.

Based on aggregated 13F filings for Q3 2019.