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OLD

The Long-Term Care ETF

Delisted

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

20 hedge funds and large institutions have $6.53M invested in The Long-Term Care ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

33% more funds holding

Funds holding: 1520 (+5)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

5% less capital invested

Capital invested by funds: $6.9M → $6.53M (-$377K)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.62M +$479K +17,289 +46%
FAIM
2
Financial Advocates Investment Management
Washington
$1.24M -$333 -12 -0%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.17M -$172K -6,195 -14%
LPL Financial
4
LPL Financial
California
$1.17M -$60K -2,163 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$481K +$10.7K +387 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$404K -$1.81M -65,096 -83%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$327K +$303K +10,918 New
Bank of America
8
Bank of America
North Carolina
$24K +$971 +35 +5%
APA
9
American Portfolios Advisors
New York
$16.7K -$11.1K -400 -41%
LWM
10
Liberty Wealth Management
California
$14K +$166 +6 +1%
GWM
11
Geneos Wealth Management
Colorado
$13K
IAIM
12
International Assets Investment Management
Florida
$9K +$8.32K +300 New
UBS Group
13
UBS Group
Switzerland
$9K +$8.79K +317 New
CFGS
14
Concourse Financial Group Securities
Alabama
$7K
IA
15
IFP Advisors
Florida
$6K
CAAS
16
Capital Asset Advisory Services
Michigan
$4K +$3.8K +137 New
AF
17
Advisornet Financial
Minnesota
$3K +$55 +2 +2%
GWMIA
18
Global Wealth Management Investment Advisory
Florida
$2K +$1.89K +68 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2K +$1.94K +70 New
PAG
20
Private Advisor Group
New Jersey
-$240K -9,536 Closed

OLD Hedge Fund Activity: Q4 2020 in Review

20 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in The Long-Term Care ETF (OLD) for Q4 2020, worth a combined $6.53M — down 5.5% from $6.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OLD positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $479K. The largest seller was Citadel Advisors, cutting an estimated $1.81M.

  • 20 institutional investors held The Long-Term Care ETF (OLD) as of Q4 2020, up from 15 in Q3 2020.
  • Funds reported $6.53M of The Long-Term Care ETF stock for Q4 2020, down 5.5% quarter-over-quarter.
  • 6 funds opened new The Long-Term Care ETF positions in Q4 2020 and 1 closed out, a net change of +5 holders.
  • The largest The Long-Term Care ETF buyer in Q4 2020 was Jane Street, an estimated $479K added.
  • The largest The Long-Term Care ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2020.