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SWIN

Alps/Dorsey Wright Sector Momentum ETF
SWIN

Delisted

SWIN was delisted on the 19th of October, 2018.

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5 hedge funds and large institutions have $1.42M invested in Alps/Dorsey Wright Sector Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+5
Holders Change %
–
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
+$706K
2
PAG
Private Advisory Group
Washington
+$377K
3
LPL Financial
LPL Financial
California
+$299K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$17.4K
5
Bank of America
Bank of America
North Carolina
+$5.15K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1
Advisor Group
Arizona
$716K +$706K +27,380 New
PAG
2
Private Advisory Group
Washington
$383K +$377K +14,648 New
LPL Financial
3
LPL Financial
California
$302K +$299K +11,591 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$18K +$17.4K +675 New
Bank of America
5
Bank of America
North Carolina
$5K +$5.15K +200 New

SWIN Hedge Fund Activity: Q1 2017 in Review

5 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alps/Dorsey Wright Sector Momentum ETF (SWIN) for Q1 2017, worth a combined $1.42M.

Buyers outnumbered sellers: 5 funds opened new SWIN positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Advisor Group, opening a new position worth an estimated $706K.

  • 5 institutional investors held Alps/Dorsey Wright Sector Momentum ETF (SWIN) as of Q1 2017, up from 0 in Q4 2016.
  • Funds reported $1.42M of Alps/Dorsey Wright Sector Momentum ETF stock for Q1 2017.
  • 5 funds opened new Alps/Dorsey Wright Sector Momentum ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
  • The largest Alps/Dorsey Wright Sector Momentum ETF buyer in Q1 2017 was Advisor Group, an estimated $706K added.

Based on aggregated 13F filings for Q1 2017.