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ALPS Disruptive Technologies ETF

45 hedge funds and large institutions have $59.2M invested in ALPS Disruptive Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

38% more capital invested

Capital invested by funds: $43.1M → $59.2M (+$16.1M)

7% more funds holding

Funds holding: 4245 (+3)

4.52% more ownership

Funds ownership: 24.51%29.02% (+4.5%)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$236K +$247K +5,242 New
PCS
27
Personal CFO Solutions
New Jersey
$224K +$5.55K +118 +2%
TWM
28
Tradition Wealth Management
Minnesota
$210K +$706 +15 +0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$209K +$219K +4,655 New
Citigroup
30
Citigroup
New York
$125K
APA
31
American Portfolios Advisors
New York
$77.4K +$3.86K +82 +5%
SPIA
32
Steward Partners Investment Advisory
New York
$44.9K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$44K
IA
34
IFP Advisors
Florida
$43K +$12.1K +257 +37%
FPW
35
Flagship Private Wealth
Massachusetts
$34.5K -$4.75K -101 -12%
BSG
36
Black Swift Group
Colorado
$30K +$12.5K +265 +66%
JWM
37
Janiczek Wealth Management
Colorado
$18K +$5.08K +108 +36%
First Manhattan
38
First Manhattan
New York
$17K +$18.8K +400 New
CT
39
Caldwell Trust
Florida
$12.4K
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$12K
FCA
41
FinTrust Capital Advisors
South Carolina
$10K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$8K
SFPG
43
Stonebridge Financial Planning Group
Florida
$8K
MA
44
Montag & Associates
Georgia
$1K +$941 +20 New
PP
45
Prudential plc
United Kingdom
-$324K -7,000 Closed
CF
46
Centaurus Financial
California
-$146K -3,150 Closed
FCH
47
Freestone Capital Holdings
Washington
-$38.3K -829 Closed
HS
48
Horan Securities
United States
-$15K -327 Closed
CFO
49
CVA Family Office
Colorado
-$4K -89 Closed
Simplex Trading
50
Simplex Trading
Illinois
+$894 +19 New

DTEC Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ALPS Disruptive Technologies ETF (DTEC) for Q1 2021, worth a combined $59.2M — up 38% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DTEC positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $3.75M. The largest seller was Bank of America, cutting an estimated $837K.

  • 45 institutional investors held ALPS Disruptive Technologies ETF (DTEC) as of Q1 2021, up from 42 in Q4 2020.
  • Funds reported $59.2M of ALPS Disruptive Technologies ETF stock for Q1 2021, up 38% quarter-over-quarter.
  • 9 funds opened new ALPS Disruptive Technologies ETF positions in Q1 2021 and 6 closed out, a net change of +3 holders.
  • The largest ALPS Disruptive Technologies ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $3.75M added.
  • The largest ALPS Disruptive Technologies ETF seller in Q1 2021 was Bank of America, an estimated $837K sold.

Based on aggregated 13F filings for Q1 2021.