First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
35 hedge funds and large institutions have $26.1M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
34% more capital invested
Capital invested by funds: $19.4M → $26.1M (+$6.66M)
17% more funds holding
Funds holding: 30 → 35 (+5)
12.41% more ownership
Funds ownership: 37.41% → 49.83% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.52M |
| 3 |
Jane Street
New York
|
+$1.46M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$985K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$766K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$892K |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$220K |
| 3 |
SG Americas Securities
New York
|
-$132K |
| 4 |
LPL Financial
San Diego,
California
|
-$91.7K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$48.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $40K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $38K | -$9.96K | -219 | -21% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $38K | +$682 | +15 | +2% |
|
29
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $24K | – | – | – |
|
|
JIR
30
James Investment Research
Alpha,
Ohio
| $12K | – | – | – |
|
|
WWMSC
31
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $10K | +$10.1K | +222 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $6K | +$91 | +2 | +2% |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
34
BlackRock
New York
| $2K | – | – | – |
|
|
BCI
35
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$2K | -40 | Closed |
|
DTRE Hedge Fund Activity: Q4 2017 in Review
35 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q4 2017, worth a combined $26.1M — up 34% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DTRE positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.9M. The largest seller was Envestnet Asset Management, cutting an estimated $892K.
- 35 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q4 2017, up from 30 in Q3 2017.
- Funds reported $26.1M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q4 2017, up 34% quarter-over-quarter.
- 6 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.9M added.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $892K sold.
Based on aggregated 13F filings for Q4 2017.