EquityCompass Tactical Risk Manager ETF
TERM
TERM was delisted on the 15th of October, 2021.
5 hedge funds and large institutions have $11.9M invested in EquityCompass Tactical Risk Manager ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
49% more capital invested
Capital invested by funds: $8.01M → $11.9M (+$3.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.83M |
| 2 |
LPL Financial
San Diego,
California
|
+$622K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$275K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Stifel Financial
St. Louis,
Missouri
| $10.2M | +$2.83M | +131,417 | +40% |
|
|
2
LPL Financial
San Diego,
California
| $645K | +$622K | +28,856 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $552K | +$12.4K | +577 | +2% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $285K | +$275K | +12,754 | New |
|
|
5
Jane Street
New York
| $219K | -$418K | -19,401 | -66% |
|
TERM Hedge Fund Activity: Q4 2017 in Review
5 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in EquityCompass Tactical Risk Manager ETF (TERM) for Q4 2017, worth a combined $11.9M — up 49% from $8.01M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TERM positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Stifel Financial, adding an estimated $2.83M. The largest seller was Jane Street, cutting an estimated $418K.
- 5 institutional investors held EquityCompass Tactical Risk Manager ETF (TERM) as of Q4 2017, up from 3 in Q3 2017.
- Funds reported $11.9M of EquityCompass Tactical Risk Manager ETF stock for Q4 2017, up 49% quarter-over-quarter.
- 2 funds opened new EquityCompass Tactical Risk Manager ETF positions in Q4 2017 and 0 closed out, a net change of +2 holders.
- The largest EquityCompass Tactical Risk Manager ETF buyer in Q4 2017 was Stifel Financial, an estimated $2.83M added.
- The largest EquityCompass Tactical Risk Manager ETF seller in Q4 2017 was Jane Street, an estimated $418K sold.
Based on aggregated 13F filings for Q4 2017.