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ALPS Disruptive Technologies ETF

46 hedge funds and large institutions have $44.1M invested in ALPS Disruptive Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

36% more capital invested

Capital invested by funds: $32.5M → $44.1M (+$11.6M)

6.72% more ownership

Funds ownership: 34.21%40.94% (+6.7%)

2% more funds holding

Funds holding: 4546 (+1)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$239K +$213K +5,780 New
BFA
27
Beaumont Financial Advisors
Massachusetts
$222K +$198K +5,366 New
PCS
28
Personal CFO Solutions
New Jersey
$217K +$193K +5,235 New
SWM
29
Scissortail Wealth Management
Oklahoma
$206K +$184K +5,000 New
NS
30
NBC Securities
Alabama
$99K
LC
31
Lindbrook Capital
California
$62.1K
AF
32
Advisornet Financial
Minnesota
$49.7K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$45K +$111 +3 +0.3%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$32.2K
IA
35
IFP Advisors
Florida
$29.1K
TSWM
36
Tyler-Stone Wealth Management
Ohio
$25.9K
AssetMark Inc
37
AssetMark Inc
California
$18.4K
HI
38
Harbour Investments
Wisconsin
$16.6K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$13.3K
FWM
40
FSA Wealth Management
Massachusetts
$10K +$9.07K +246 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9.12K
PBK
42
Peoples Bank (Kansas)
Kansas
$6.42K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$5.15K -$3.06K -83 -40%
EWP
44
Elevation Wealth Partners
California
$3.55K +$3.69K +100 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$2.2K -$5.6K -152 -74%
FFA
46
Farther Finance Advisors
California
$1.66K
SAG
47
SageView Advisory Group
California
-$265K -7,494 Closed
LNC
48
Lincoln National Corp
Pennsylvania
-$228K -6,432 Closed
JWM
49
Janiczek Wealth Management
Colorado
-$14.5K -409 Closed
BTI
50
Blue Trust Inc
Georgia
-$15K -375 Closed

DTEC Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Disruptive Technologies ETF (DTEC) for Q4 2023, worth a combined $44.1M — up 36% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DTEC positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was Essex LLC, cutting an estimated $1.26M.

  • 46 institutional investors held ALPS Disruptive Technologies ETF (DTEC) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $44.1M of ALPS Disruptive Technologies ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 7 funds opened new ALPS Disruptive Technologies ETF positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest ALPS Disruptive Technologies ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.46M added.
  • The largest ALPS Disruptive Technologies ETF seller in Q4 2023 was Essex LLC, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2023.