Alps/Dorsey Wright Sector Momentum ETF
SWIN
SWIN was delisted on the 19th of October, 2018.
10 hedge funds and large institutions have $3.59M invested in Alps/Dorsey Wright Sector Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $3.15M → $3.59M (+$439K)
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$594K |
| 2 |
LPL Financial
San Diego,
California
|
+$9.76K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.78K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.57K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$114K |
| 2 |
Morgan Stanley
New York
|
-$3.07K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $889K | +$594K | +19,356 | +212% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $854K | -$114K | -3,730 | -12% |
|
|
3
LPL Financial
San Diego,
California
| $564K | +$9.76K | +318 | +2% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $509K | +$3.07K | +100 | +0.6% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $431K | +$8.78K | +286 | +2% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $294K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $25K | +$6.57K | +214 | +36% |
|
|
BCA
8
Bay Colony Advisors
Concord,
Massachusetts
| $13K | +$12.3K | +402 | New |
|
|
9
Morgan Stanley
New York
| $6K | -$3.07K | -100 | -33% |
|
|
NA
10
NewEdge Advisors
New Orleans,
Louisiana
| $229 | +$92 | +3 | +0% |
|
SWIN Hedge Fund Activity: Q2 2018 in Review
10 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alps/Dorsey Wright Sector Momentum ETF (SWIN) for Q2 2018, worth a combined $3.59M — up 14% from $3.15M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SWIN positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $594K. The largest seller was Advisor Group, cutting an estimated $114K.
- 10 institutional investors held Alps/Dorsey Wright Sector Momentum ETF (SWIN) as of Q2 2018, up from 9 in Q1 2018.
- Funds reported $3.59M of Alps/Dorsey Wright Sector Momentum ETF stock for Q2 2018, up 14% quarter-over-quarter.
- 1 fund opened new Alps/Dorsey Wright Sector Momentum ETF positions in Q2 2018 and 0 closed out, a net change of +1 holder.
- The largest Alps/Dorsey Wright Sector Momentum ETF buyer in Q2 2018 was Jane Street, an estimated $594K added.
- The largest Alps/Dorsey Wright Sector Momentum ETF seller in Q2 2018 was Advisor Group, an estimated $114K sold.
Based on aggregated 13F filings for Q2 2018.