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ALPS Disruptive Technologies ETF
DTEC

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.19M
2
Bank of America
2
Bank of America
North Carolina
$6.08M
3
Jane Street
3
Jane Street
New York
$5.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.29M
5
Lido Advisors
5
Lido Advisors
California
$348K

Top Sellers

1
EL
1
Essex LLC
Illinois
$1.53M
2
UBS Group
2
UBS Group
Switzerland
$3.2M
3
CAN
3
Cetera Advisor Networks
California
$4.16M
4
SAG
4
SageView Advisory Group
California
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$239K 5,780 +5,780 New
BFA
27
Beaumont Financial Advisors
Massachusetts
$222K 5,366 +5,366 New
PCS
28
Personal CFO Solutions
New Jersey
$217K 5,235 +5,235 New
SWM
29
Scissortail Wealth Management
Oklahoma
$206K 5,000 +5,000 New
NS
30
NBC Securities
Alabama
$99K 2,395 – –
LC
31
Lindbrook Capital
California
$62.1K 1,500 – –
AF
32
Advisornet Financial
Minnesota
$49.7K 1,200 – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$45K 1,083 +3 +0.3%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$32.2K 610 – –
IA
35
IFP Advisors
Florida
$29.1K 702 – –
TSWM
36
Tyler-Stone Wealth Management
Ohio
$25.9K 625 – –
AssetMark Inc
37
AssetMark Inc
California
$18.4K 443 – –
HI
38
Harbour Investments
Wisconsin
$16.6K 400 – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$13.3K 322 – –
FWM
40
FSA Wealth Management
Massachusetts
$10K 246 +246 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9.12K 220 – –
PBK
42
Peoples Bank (Kansas)
Kansas
$6.42K 155 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$5.15K 124 -83 -40%
EWP
44
Elevation Wealth Partners
California
$3.55K 100 +100 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$2.2K 53 -152 -74%
FFA
46
Farther Finance Advisors
California
$1.66K 40 – –
SAG
47
SageView Advisory Group
California
– – -7,494 Closed
LNC
48
Lincoln National Corp
Pennsylvania
– – -6,432 Closed
JWM
49
Janiczek Wealth Management
Colorado
– – -409 Closed
BTI
50
Blue Trust Inc
Georgia
– – -375 Closed
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2
3