Alps/Dorsey Wright Sector Momentum ETF
SWIN
SWIN was delisted on the 19th of October, 2018.
9 hedge funds and large institutions have $3.15M invested in Alps/Dorsey Wright Sector Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
30% less capital invested
Capital invested by funds: $4.47M → $3.15M (-$1.33M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$78.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$18.2K |
| 3 |
Morgan Stanley
New York
|
+$6.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$920K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$362K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$115K |
| 4 |
LPL Financial
San Diego,
California
|
-$23.2K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$20.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
1
Advisor Group
Phoenix,
Arizona
| $926K | -$362K | -11,951 | -28% |
|
|
2
LPL Financial
San Diego,
California
| $529K | -$23.2K | -767 | -4% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $483K | -$115K | -3,807 | -19% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $402K | +$78.7K | +2,600 | +24% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $294K | -$20.2K | -668 | -6% |
|
|
6
Jane Street
New York
| $272K | -$920K | -30,395 | -77% |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| $213K | -$3.03K | -100 | -1% |
|
|
8
UBS Group
Zurich,
Switzerland
| $18K | +$18.2K | +600 | New |
|
|
9
Morgan Stanley
New York
| $9K | +$6.05K | +200 | +200% |
|
SWIN Hedge Fund Activity: Q1 2018 in Review
9 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alps/Dorsey Wright Sector Momentum ETF (SWIN) for Q1 2018, worth a combined $3.15M — down 30% from $4.47M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SWIN positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $78.7K. The largest seller was Jane Street, cutting an estimated $920K.
- 9 institutional investors held Alps/Dorsey Wright Sector Momentum ETF (SWIN) as of Q1 2018, up from 8 in Q4 2017.
- Funds reported $3.15M of Alps/Dorsey Wright Sector Momentum ETF stock for Q1 2018, down 30% quarter-over-quarter.
- 1 fund opened new Alps/Dorsey Wright Sector Momentum ETF positions in Q1 2018 and 0 closed out, a net change of +1 holder.
- The largest Alps/Dorsey Wright Sector Momentum ETF buyer in Q1 2018 was Commonwealth Equity Services, an estimated $78.7K added.
- The largest Alps/Dorsey Wright Sector Momentum ETF seller in Q1 2018 was Jane Street, an estimated $920K sold.
Based on aggregated 13F filings for Q1 2018.