We are live on ! Find out more
DTEC icon

ALPS Disruptive Technologies ETF

40 hedge funds and large institutions have $33.5M invested in ALPS Disruptive Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 4040 (0)

0.93% less ownership

Funds ownership: 31.98%31.04% (-0.93%)

7% less capital invested

Capital invested by funds: $36.2M → $33.5M (-$2.69M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$30K
TWC
27
TD Waterhouse Canada
Ontario, Canada
$27.7K
TSWM
28
Tyler-Stone Wealth Management
Ohio
$21K
IA
29
IFP Advisors
Florida
$20K
AssetMark Inc
30
AssetMark Inc
California
$14.7K
JWM
31
Janiczek Wealth Management
Colorado
$14.4K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$13.6K +$13.7K +410 New
HI
33
Harbour Investments
Wisconsin
$13.3K -$10.4K -312 -44%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$10.7K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$7.31K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$4.45K +$4.47K +134 New
BAM
37
Belpointe Asset Management
Nevada
$3.32K +$3.33K +100 New
RCM
38
Raleigh Capital Management
North Carolina
$2.5K
MCC
39
Money Concepts Capital
Florida
$1.79K +$1.8K +54 New
FFA
40
Farther Finance Advisors
California
$1.33K +$1.33K +40 New
BFA
41
Beaumont Financial Advisors
Massachusetts
-$206K -6,534 Closed
PAG
42
Private Advisor Group
New Jersey
-$204K -6,488 Closed
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
-$201K -6,397 Closed
CT
44
Caldwell Trust
Florida
-$8.66K -275 Closed
PMFA
45
Plante Moran Financial Advisors
Michigan
-$4K -112 Closed

DTEC Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Disruptive Technologies ETF (DTEC) for Q4 2022, worth a combined $33.5M — down 7.4% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DTEC positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 17 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $3.77M. The largest seller was Jane Street, cutting an estimated $5.59M.

  • 40 institutional investors held ALPS Disruptive Technologies ETF (DTEC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $33.5M of ALPS Disruptive Technologies ETF stock for Q4 2022, down 7.4% quarter-over-quarter.
  • 6 funds opened new ALPS Disruptive Technologies ETF positions in Q4 2022 and 5 closed out, a net change of +1 holder.
  • The largest ALPS Disruptive Technologies ETF buyer in Q4 2022 was Cetera Advisor Networks, an estimated $3.77M added.
  • The largest ALPS Disruptive Technologies ETF seller in Q4 2022 was Jane Street, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2022.