Global X Permanent ETF
PERM
PERM was delisted on the 6th of October, 2017.
9 hedge funds and large institutions have $2.01M invested in Global X Permanent ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
24% less capital invested
Capital invested by funds: $2.63M → $2.01M (-$626K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$338K |
| 2 |
LPL Financial
San Diego,
California
|
+$241K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27.3K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$20.2K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$1.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $718K | +$338K | +13,540 | +90% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $648K | -$1.3M | -52,080 | -67% |
|
3
HighTower Advisors
Chicago,
Illinois
| $265K | – | – | – |
|
|
4
LPL Financial
San Diego,
California
| $243K | +$241K | +9,665 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $78K | +$27.3K | +1,093 | +54% |
|
6
Morgan Stanley
New York
| $22K | – | – | – |
|
|
7
SEI Investments
Oaks,
Pennsylvania
| $20K | +$20.2K | +810 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
VWA
9
V Wealth Advisors
Overland Park,
Kansas
| $2K | +$1.37K | +55 | New |
|
PERM Hedge Fund Activity: Q2 2017 in Review
9 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Global X Permanent ETF (PERM) for Q2 2017, worth a combined $2.01M — down 24% from $2.63M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PERM positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $338K. The largest seller was Bank of America, cutting an estimated $1.3M.
- 9 institutional investors held Global X Permanent ETF (PERM) as of Q2 2017, up from 6 in Q1 2017.
- Funds reported $2.01M of Global X Permanent ETF stock for Q2 2017, down 24% quarter-over-quarter.
- 3 funds opened new Global X Permanent ETF positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest Global X Permanent ETF buyer in Q2 2017 was Jane Street, an estimated $338K added.
- The largest Global X Permanent ETF seller in Q2 2017 was Bank of America, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2017.