The Long-Term Care ETF
OLD was delisted on the 11th of October, 2021.
15 hedge funds and large institutions have $6.9M invested in The Long-Term Care ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
45% more capital invested
Capital invested by funds: $4.75M → $6.9M (+$2.15M)
12% less funds holding
Funds holding: 17 → 15 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$773K |
| 3 |
Jane Street
New York
|
+$181K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$153K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$343K |
| 2 |
LPL Financial
San Diego,
California
|
-$51.1K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$43.7K |
| 4 |
Morgan Stanley
New York
|
-$26.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20K |
OLD Hedge Fund Activity: Q3 2020 in Review
15 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in The Long-Term Care ETF (OLD) for Q3 2020, worth a combined $6.9M — up 45% from $4.75M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OLD and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $1.05M. The largest seller was Western Wealth Management, exiting entirely with an estimated $343K sold.
- 15 institutional investors held The Long-Term Care ETF (OLD) as of Q3 2020, down from 17 in Q2 2020.
- Funds reported $6.9M of The Long-Term Care ETF stock for Q3 2020, up 45% quarter-over-quarter.
- 1 fund opened new The Long-Term Care ETF positions in Q3 2020 and 3 closed out, a net change of -2 holders.
- The largest The Long-Term Care ETF buyer in Q3 2020 was Financial Advocates Investment Management, an estimated $1.05M added.
- The largest The Long-Term Care ETF seller in Q3 2020 was Western Wealth Management, an estimated $343K sold.
Based on aggregated 13F filings for Q3 2020.