Alps/Dorsey Wright Sector Momentum ETF
SWIN
SWIN was delisted on the 19th of October, 2018.
7 hedge funds and large institutions have $3.11M invested in Alps/Dorsey Wright Sector Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
11% more capital invested
Capital invested by funds: $2.81M → $3.11M (+$305K)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$236K |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$82.7K |
| 3 |
LPL Financial
San Diego,
California
|
+$77.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$50.1K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$39.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$222K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$77.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
1
Advisor Group
Phoenix,
Arizona
| $1.29M | +$236K | +8,499 | +23% |
|
|
2
LPL Financial
San Diego,
California
| $494K | +$77.5K | +2,785 | +19% |
|
|
PAG
3
Private Advisory Group
Redmond,
Washington
| $492K | +$82.7K | +2,973 | +20% |
|
|
4
Jane Street
New York
| $470K | -$222K | -7,977 | -32% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $297K | +$39.1K | +1,404 | +15% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $56K | +$50.1K | +1,801 | +901% |
|
7
UBS Group
Zurich,
Switzerland
| $11K | +$10.7K | +384 | New |
|
|
NA
8
NewEdge Advisors
New Orleans,
Louisiana
| – | -$77.1K | -2,831 | Closed |
|
SWIN Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $3.11M — up 11% from $2.81M a quarter earlier.
Fund positioning in SWIN was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Advisor Group, adding an estimated $236K. The largest seller was Jane Street, cutting an estimated $222K.
- 7 institutional investors held Alps/Dorsey Wright Sector Momentum ETF (SWIN) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $3.11M of Alps/Dorsey Wright Sector Momentum ETF stock for Q3 2017, up 11% quarter-over-quarter.
- 1 fund opened new Alps/Dorsey Wright Sector Momentum ETF positions in Q3 2017 and 1 closed out, a net change of 0 holders.
- The largest Alps/Dorsey Wright Sector Momentum ETF buyer in Q3 2017 was Advisor Group, an estimated $236K added.
- The largest Alps/Dorsey Wright Sector Momentum ETF seller in Q3 2017 was Jane Street, an estimated $222K sold.
Based on aggregated 13F filings for Q3 2017.