First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
26 hedge funds and large institutions have $34.9M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
5% more capital invested
Capital invested by funds: $33.2M → $34.9M (+$1.65M)
0.7% more ownership
Funds ownership: 34.88% → 35.58% (+0.7%)
0% more funds holding
Funds holding: 26 → 26 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 2 |
Morgan Stanley
New York
|
+$1.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$340K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$992K |
| 2 |
CPS
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
-$487K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$487K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$201K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$183K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $4K | +$1.2K | +30 | +38% |
|
|
27
Comerica Bank
Dallas,
Texas
| – | -$201K | -5,029 | Closed |
|
DTRE Hedge Fund Activity: Q4 2013 in Review
26 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q4 2013, worth a combined $34.9M — up 5% from $33.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DTRE positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.25M. The largest seller was Jane Street, cutting an estimated $992K.
- 26 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $34.9M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q4 2013, up 5% quarter-over-quarter.
- 2 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q4 2013 was Wells Fargo, an estimated $1.25M added.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q4 2013 was Jane Street, an estimated $992K sold.
Based on aggregated 13F filings for Q4 2013.