Alps/Dorsey Wright Sector Momentum ETF
SWIN
SWIN was delisted on the 19th of October, 2018.
7 hedge funds and large institutions have $2.81M invested in Alps/Dorsey Wright Sector Momentum ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
97% more capital invested
Capital invested by funds: $1.42M → $2.81M (+$1.38M)
40% more funds holding
Funds holding: 5 → 7 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$657K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$269K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$226K |
| 4 |
LPL Financial
San Diego,
California
|
+$85.9K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$75.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
1
Advisor Group
Phoenix,
Arizona
| $1.01M | +$269K | +10,115 | +37% |
|
|
2
Jane Street
New York
| $668K | +$657K | +24,711 | New |
|
|
3
LPL Financial
San Diego,
California
| $401K | +$85.9K | +3,231 | +28% |
|
|
PAG
4
Private Advisory Group
Redmond,
Washington
| $393K | -$2.71K | -102 | -0.7% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $248K | +$226K | +8,503 | +1,260% |
|
|
NA
6
NewEdge Advisors
New Orleans,
Louisiana
| $77.1K | +$75.3K | +2,831 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $5K | – | – | – |
|
SWIN Hedge Fund Activity: Q2 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alps/Dorsey Wright Sector Momentum ETF (SWIN) for Q2 2017, worth a combined $2.81M — up 97% from $1.42M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SWIN positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $657K. The largest seller was Private Advisory Group, cutting an estimated $2.71K.
- 7 institutional investors held Alps/Dorsey Wright Sector Momentum ETF (SWIN) as of Q2 2017, up from 5 in Q1 2017.
- Funds reported $2.81M of Alps/Dorsey Wright Sector Momentum ETF stock for Q2 2017, up 97% quarter-over-quarter.
- 2 funds opened new Alps/Dorsey Wright Sector Momentum ETF positions in Q2 2017 and 0 closed out, a net change of +2 holders.
- The largest Alps/Dorsey Wright Sector Momentum ETF buyer in Q2 2017 was Jane Street, an estimated $657K added.
- The largest Alps/Dorsey Wright Sector Momentum ETF seller in Q2 2017 was Private Advisory Group, an estimated $2.71K sold.
Based on aggregated 13F filings for Q2 2017.