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PPLC

PortfolioPlus S&P 500 ETF
PPLC

Delisted

PPLC was delisted on the 25th of September, 2020.

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3 hedge funds and large institutions have $7M invested in PortfolioPlus S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,417% more capital invested

Capital invested by funds: $278K → $7M (+$6.72M)

200% more funds holding

Funds holding: 1 → 3 (+2)

32% less call options, than puts

Call options by funds: $837K | Put options by funds: $1.23M

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
–
Calls
$837K
Puts
$1.23M
Net Calls
-$395K
Net Calls Change
+$430K

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$5.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$652K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$5.81M +$5.64M +161,510 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$673K +$652K +18,691 New
HCM
3
Hilton Capital Management
New York
$483K – – –
AG
4
Advisor Group
Arizona
$28K – – –

PPLC Hedge Fund Activity: Q4 2017 in Review

3 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PortfolioPlus S&P 500 ETF (PPLC) for Q4 2017, worth a combined $7M — up 2,417% from $278K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PPLC positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $5.64M.

  • 3 institutional investors held PortfolioPlus S&P 500 ETF (PPLC) as of Q4 2017, up from 1 in Q3 2017.
  • Funds reported $7M of PortfolioPlus S&P 500 ETF stock for Q4 2017, up 2,417% quarter-over-quarter.
  • 2 funds opened new PortfolioPlus S&P 500 ETF positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest PortfolioPlus S&P 500 ETF buyer in Q4 2017 was Brookstone Capital Management, an estimated $5.64M added.

Based on aggregated 13F filings for Q4 2017.