Essex Savings Bank grew its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 21.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,004 shares of the company’s stock after purchasing an additional 2,134 shares during the quarter. […]

SeaCrest Wealth Management LLC grew its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,287 shares of the exchange traded fund’s stock after acquiring an additional 215 shares during the period. SeaCrest Wealth […]

iShares MSCI New Zealand ETF (NASDAQ:ENZL – Get Free Report) was the recipient of a large growth in short interest in December. As of December 31st, there was short interest totalling 7,800 shares, a growth of 34.5% from the December 15th total of 5,800 shares. Based on an average daily volume of 12,500 shares, the […]

Pinnacle Bancorp Inc. grew its holdings in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 40.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 3,986 shares of the exchange traded fund’s stock after buying an additional 1,155 shares during the quarter. Pinnacle Bancorp Inc.’s holdings in Alerian MLP ETF were worth $192,000 at […]

Certified Advisory Corp raised its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.6% during the fourth quarter, Holdings Channel reports. The firm owned 8,508 shares of the company’s stock after buying an additional 49 shares during the quarter. Certified Advisory Corp’s holdings in Vanguard Mid-Cap ETF were worth $2,247,000 at […]

Fermata Advisors LLC lifted its stake in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 15.3% during the 4th quarter, Holdings Channel reports. The institutional investor owned 166,439 shares of the company’s stock after purchasing an additional 22,081 shares during the quarter. Pacer US Cash Cows 100 ETF comprises about 1.8% of […]

Cypress Wealth Services LLC lessened its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 11.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 184,782 shares of the company’s stock after selling 24,309 shares during the […]

Fermata Advisors LLC bought a new position in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 90,850 shares of the company’s stock, valued at approximately $4,145,000. A number of other hedge […]

Flywheel Private Wealth LLC purchased a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 92,951 shares of the company’s stock, valued at approximately $6,533,000. iShares Core MSCI […]

Brookfield Property Partners L.P. (NASDAQ:BPYPO – Get Free Report) saw a large increase in short interest in the month of December. As of December 31st, there was short interest totalling 41,700 shares, an increase of 35.0% from the December 15th total of 30,900 shares. Based on an average daily volume of 12,800 shares, the short-interest […]

Cypress Wealth Services LLC decreased its holdings in iShares Europe ETF (NYSEARCA:IEV – Free Report) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,791 shares of the company’s stock after selling 955 shares during the period. Cypress Wealth Services LLC’s holdings in […]

Tallon Kerry Patrick bought a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 6,594 shares of the company’s stock, valued at approximately $474,000. Other institutional investors have also recently made changes […]

Tallon Kerry Patrick purchased a new stake in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 32,397 shares of the company’s stock, valued at approximately $1,843,000. ARK Innovation ETF comprises about 1.8% of Tallon Kerry Patrick’s investment portfolio, making the stock its 19th biggest holding. Other institutional […]

Certified Advisory Corp raised its holdings in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 17.4% in the 4th quarter, Holdings Channel reports. The firm owned 32,408 shares of the company’s stock after purchasing an additional 4,810 shares during the quarter. Certified Advisory Corp’s holdings in Fidelity High Dividend ETF were worth […]

Redhawk Wealth Advisors Inc. reduced its holdings in iShares MSCI Japan Value ETF (NASDAQ:EWJV – Free Report) by 13.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 21,368 shares of the company’s stock after selling 3,422 shares during the period. Redhawk Wealth Advisors Inc.’s holdings in iShares MSCI Japan Value ETF were worth […]

Cypress Wealth Services LLC boosted its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,247 shares of the company’s stock after purchasing an additional 1,489 shares […]

Family Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 3,730 shares of the company’s stock, valued at approximately $214,000. Other large investors have also added to or reduced their stakes in the company. Kestra […]

Hilton Small-MidCap Opportunity ETF (NASDAQ:SMCO – Get Free Report) was the target of a significant drop in short interest in the month of December. As of December 31st, there was short interest totalling 4,300 shares, a drop of 44.9% from the December 15th total of 7,800 shares. Based on an average trading volume of 4,700 […]

Cypress Wealth Services LLC decreased its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,275 shares of the company’s stock after selling 2,019 shares during the period. […]

SignalPoint Asset Management LLC reduced its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 38.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,992 shares of the company’s stock after selling 4,453 shares during the period. […]

Certified Advisory Corp increased its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 32,931 shares of the company’s stock after purchasing an additional 656 shares during the period. Certified Advisory Corp’s holdings in Vanguard Dividend Appreciation ETF were worth $6,449,000 […]

Certified Advisory Corp lifted its stake in shares of VictoryShares Short-Term Bond ETF (NASDAQ:USTB – Free Report) by 6.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 174,190 shares of the company’s stock after acquiring an additional 10,880 shares during the quarter. […]

Capital Advisors Wealth Management LLC lessened its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 13.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 288,926 shares of the company’s stock after selling 45,810 shares during the period. Pacer US Cash Cows 100 ETF comprises 2.9% of […]

Kraematon Investment Advisors Inc. grew its stake in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,779 shares of the company’s stock after buying an additional 280 […]

Heritage Family Offices LLP grew its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 6.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 2,510 shares of the exchange traded fund’s stock after purchasing an additional 160 shares during the period. Heritage Family Offices LLP’s holdings in iShares 20+ […]

Capital Advisors Wealth Management LLC raised its holdings in Global X MLP ETF (NYSEARCA:MLPA – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 21,933 shares of the company’s stock after purchasing an additional 550 shares during the quarter. […]

JGP Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 65.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 21,267 shares of the company’s stock after purchasing an additional 8,407 shares during the period. JGP Wealth Management LLC’s holdings in iShares Core […]

Alerian MLP ETF (NYSEARCA:AMLP – Get Free Report)’s share price hit a new 52-week high during mid-day trading on Thursday . The stock traded as high as $51.49 and last traded at $51.49, with a volume of 1200520 shares. The stock had previously closed at $50.79. Alerian MLP ETF Price Performance The stock has a […]

Hilton Small-MidCap Opportunity ETF (NASDAQ:SMCO – Get Free Report) was the recipient of a significant drop in short interest in December. As of December 31st, there was short interest totalling 4,300 shares, a drop of 44.9% from the December 15th total of 7,800 shares. Based on an average trading volume of 4,700 shares, the days-to-cover […]

Omega Financial Group LLC grew its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 2.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 19,734 shares of the exchange traded fund’s stock after acquiring an additional 527 shares during the period. Omega Financial Group LLC’s holdings in iShares 20+ […]

Occidental Asset Management LLC boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 107.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,512 shares of the company’s stock after purchasing an additional 3,372 shares during […]

West Coast Financial LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 16.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 562 shares of the company’s stock after acquiring an additional 78 shares during the quarter. West Coast Financial LLC’s holdings in Vanguard S&P 500 ETF were worth […]

Pinnacle Bancorp Inc. bought a new position in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,255 shares of the company’s stock, valued at approximately $170,000. Other hedge […]

Ritholtz Wealth Management grew its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.1% during the 4th quarter, Holdings Channel reports. The fund owned 1,151,078 shares of the company’s stock after buying an additional 44,853 shares during the period. Vanguard Total Bond Market ETF comprises 2.4% of Ritholtz Wealth Management’s portfolio, […]

StoneCrest Wealth Management Inc. grew its holdings in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 13.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,814 shares of the company’s stock after buying an additional 4,857 shares during the […]

Fermata Advisors LLC raised its stake in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 6.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 94,113 shares of the company’s stock after buying an additional 5,414 shares during the quarter. Vanguard Extended Duration Treasury ETF makes […]

SignalPoint Asset Management LLC raised its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 202.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 9,934 shares of the company’s stock after acquiring an additional 6,652 shares during the quarter. SignalPoint Asset Management LLC’s holdings in Schwab US Broad Market […]

Pinnacle Bancorp Inc. lifted its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 34.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,941 shares of the company’s stock after purchasing an additional 750 shares during the period. […]

Capital Advisors Wealth Management LLC cut its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 33.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 5,284 shares of the exchange traded fund’s stock after selling 2,605 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings […]

JGP Wealth Management LLC raised its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 0.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 382,538 shares of the company’s stock after buying an additional 1,958 shares during the period. Dimensional Emerging Markets Core Equity 2 […]

Mirador Capital Partners LP cut its position in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 4.0% during the 4th quarter, Holdings Channel reports. The firm owned 3,477 shares of the exchange traded fund’s stock after selling 146 shares during the quarter. Mirador Capital Partners LP’s holdings in SPDR S&P Biotech ETF […]

iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Get Free Report) was the recipient of some unusual options trading on Friday. Stock traders purchased 387,977 put options on the company. This is an increase of approximately 33% compared to the average volume of 290,790 put options. iShares iBoxx $ High Yield Corporate Bond […]

First Trust Dorsey Wright Momentum & Dividend ETF (NASDAQ:DDIV – Get Free Report) was the recipient of a large increase in short interest in the month of December. As of December 31st, there was short interest totalling 13,600 shares, an increase of 34.7% from the December 15th total of 10,100 shares. Based on an average […]

Tallon Kerry Patrick bought a new stake in shares of Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY – Free Report) in the 4th quarter, Holdings Channel reports. The firm bought 10,922 shares of the company’s stock, valued at approximately $218,000. Several other large investors have also recently made changes to their positions in PCY. Evergreen […]

Fifth Third Wealth Advisors LLC purchased a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,684 shares of the company’s stock, valued at approximately $679,000. Other institutional […]

Shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Get Free Report) saw an uptick in trading volume on Thursday . 1,908,726 shares were traded during mid-day trading, a decline of 19% from the previous session’s volume of 2,346,450 shares.The stock last traded at $53.84 and had previously closed at $53.43. SPDR Gold MiniShares Trust Trading […]

Mason & Associates Inc cut its position in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 6.3% during the 4th quarter, Holdings Channel reports. The firm owned 6,256 shares of the company’s stock after selling 424 shares during the quarter. Mason & Associates Inc’s holdings in First Trust Nasdaq Cybersecurity ETF […]

Sterling Financial Group Inc. lifted its position in shares of Invesco BulletShares 2028 Municipal Bond ETF (NASDAQ:BSMS – Free Report) by 76.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 48,064 shares of the company’s stock after buying an additional 20,901 shares during the period. Sterling Financial Group Inc.’s holdings in Invesco BulletShares 2028 […]

Occidental Asset Management LLC raised its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 20.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 30,864 shares of the company’s stock after buying an additional 5,171 shares during the period. Occidental Asset Management LLC’s holdings in […]

West Coast Financial LLC increased its position in SPDR S&P Fossil Fuel Reserves Free ETF (NYSEARCA:SPYX – Free Report) by 116.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,151 shares of the company’s stock after buying an additional […]