ALPS Disruptive Technologies ETF
DTEC
24 hedge funds and large institutions have $23.9M invested in ALPS Disruptive Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $20.3M → $23.9M (+$3.59M)
4% more funds holding
Funds holding: 23 → 24 (+1)
1.81% more ownership
Funds ownership: 29.11% → 30.92% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.21M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$476K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$429K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$147K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$77.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$648K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$351K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$58K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$15.1K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -85 | Closed |
|
DTEC Hedge Fund Activity: Q4 2019 in Review
24 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ALPS Disruptive Technologies ETF (DTEC) for Q4 2019, worth a combined $23.9M — up 18% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DTEC positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $1.21M. The largest seller was Bank of America, cutting an estimated $648K.
- 24 institutional investors held ALPS Disruptive Technologies ETF (DTEC) as of Q4 2019, up from 23 in Q3 2019.
- Funds reported $23.9M of ALPS Disruptive Technologies ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 3 funds opened new ALPS Disruptive Technologies ETF positions in Q4 2019 and 2 closed out, a net change of +1 holder.
- The largest ALPS Disruptive Technologies ETF buyer in Q4 2019 was Beaumont Financial Advisors, an estimated $1.21M added.
- The largest ALPS Disruptive Technologies ETF seller in Q4 2019 was Bank of America, an estimated $648K sold.
Based on aggregated 13F filings for Q4 2019.