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ALPS Disruptive Technologies ETF

44 hedge funds and large institutions have $35.9M invested in ALPS Disruptive Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.47% less ownership

Funds ownership: 38.54%38.07% (-0.47%)

4% less capital invested

Capital invested by funds: $37.3M → $35.9M (-$1.39M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
26
Personal CFO Solutions
New Jersey
$228K
HWMO
27
Heritage Wealth Management (Ohio)
Ohio
$222K
Stifel Financial
28
Stifel Financial
Missouri
$219K -$157K -3,724 -43%
Creative Planning
29
Creative Planning
Kansas
$206K +$196K +4,655 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$179K +$109K +2,600 +179%
LC
31
Lindbrook Capital
California
$66.5K
NS
32
NBC Securities
Alabama
$61K
AF
33
Advisornet Financial
Minnesota
$53.2K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$52K
GWSG
35
GPS Wealth Strategies Group
Colorado
$39.2K +$31.4K +745 +532%
IA
36
IFP Advisors
Florida
$31.1K
TWC
37
TD Waterhouse Canada
Ontario, Canada
$28.1K
AssetMark Inc
38
AssetMark Inc
California
$19.6K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$13K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$9.75K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$8.66K
PBK
42
Peoples Bank (Kansas)
Kansas
$6.87K
EWP
43
Elevation Wealth Partners
California
$4.46K
FFA
44
Farther Finance Advisors
California
$1.77K -$12.6K -300 -88%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$2.24M -54,268 Closed
AP
46
Advisors Preferred
Maryland
-$982K -23,910 Closed
TSWM
47
Tyler-Stone Wealth Management
Ohio
-$25.8K -625 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$494 -12 Closed

DTEC Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Disruptive Technologies ETF (DTEC) for Q3 2024, worth a combined $35.9M — down 3.7% from $37.3M a quarter earlier.

Fund positioning in DTEC was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 13 trimmed.

The largest buyer was GTS Securities, adding an estimated $2.37M. The largest seller was Jane Street, cutting an estimated $3.03M.

  • 44 institutional investors held ALPS Disruptive Technologies ETF (DTEC) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $35.9M of ALPS Disruptive Technologies ETF stock for Q3 2024, down 3.7% quarter-over-quarter.
  • 4 funds opened new ALPS Disruptive Technologies ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest ALPS Disruptive Technologies ETF buyer in Q3 2024 was GTS Securities, an estimated $2.37M added.
  • The largest ALPS Disruptive Technologies ETF seller in Q3 2024 was Jane Street, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2024.