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TERM

EquityCompass Tactical Risk Manager ETF
TERM

Delisted

TERM was delisted on the 15th of October, 2021.

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5 hedge funds and large institutions have $24.5M invested in EquityCompass Tactical Risk Manager ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

25% more funds holding

Funds holding: 4 → 5 (+1)

21% more capital invested

Capital invested by funds: $20.1M → $24.5M (+$4.32M)

2.16% more ownership

Funds ownership: 37.15% → 39.31% (+2.2%)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.9M
2
Jane Street
Jane Street
New York
+$623K
3
LPL Financial
LPL Financial
California
+$520K
4
UBS Group
UBS Group
Switzerland
+$7.33K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$15.6K

TERM Hedge Fund Activity: Q3 2018 in Review

5 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in EquityCompass Tactical Risk Manager ETF (TERM) for Q3 2018, worth a combined $24.5M — up 21% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new TERM positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.9M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $15.6K.

  • 5 institutional investors held EquityCompass Tactical Risk Manager ETF (TERM) as of Q3 2018, up from 4 in Q2 2018.
  • Funds reported $24.5M of EquityCompass Tactical Risk Manager ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 1 fund opened new EquityCompass Tactical Risk Manager ETF positions in Q3 2018 and 0 closed out, a net change of +1 holder.
  • The largest EquityCompass Tactical Risk Manager ETF buyer in Q3 2018 was Stifel Financial, an estimated $1.9M added.
  • The largest EquityCompass Tactical Risk Manager ETF seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $15.6K sold.

Based on aggregated 13F filings for Q3 2018.