Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| B. Riley Securities, Inc. | 5,216,250 | 4,621,600 | 1.00% |
| IndexIQ Advisors LLC | 165,463 | 386,000 | 0.01% |
| Parametric Portfolio Associates LLC | 131,423 | 306,000 | - |
| swisspartners Ltd. | 110,000 | 97,465 | 0.12% |
| Amalgamated Financial Corp. | 47,420 | 110,000 | - |
| QS Investors, LLC | 20,000 | 194,000 | - |
| PICTET ASSET MANAGEMENT LTD | 19,066 | 185,000 | - |
| Corient Capital Partners, LLC | 14,913 | 30,000 | - |
| B. Riley Wealth Management, Inc. | 13,745 | 11,363 | 0.01% |
| ARGI Investment Services, LLC | 12,000 | 11,000 | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| B. Riley Securities, Inc. | 4,621,600 | 1.00% |
| swisspartners Ltd. | 97,465 | 0.12% |
| Golden State Wealth Management, LLC | 82,000 | 0.03% |
| IndexIQ Advisors LLC | 386,000 | 0.01% |
| B. Riley Wealth Management, Inc. | 11,363 | 0.01% |
| American Portfolios Advisors | 6,830 | - |
| QS Investors, LLC | 194,000 | - |
| Coppell Advisory Solutions Corp. | - | - |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,000 | - |
| Corient Capital Partners, LLC | 30,000 | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| B. Riley Securities, Inc. | 4,621,600 |
| IndexIQ Advisors LLC | 386,000 |
| Amalgamated Financial Corp. | 110,000 |
| B. Riley Wealth Management, Inc. | 11,363 |
| ARGI Investment Services, LLC | 11,000 |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,000 |
Additions
| Fund Name | % Increased |
|---|---|
| Parametric Portfolio Associates LLC | 31.06 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Frontier Wealth Management LLC | -48.78 |
| PICTET ASSET MANAGEMENT LTD | -13.34 |
| QS Investors, LLC | -0.99 |
Sold off
| Fund Name | $ Sold |
|---|---|
| ETF MANAGERS GROUP, LLC | -104,234 |
| Coppell Advisory Solutions Corp. | -89.00 |