First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
30 hedge funds and large institutions have $21.3M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
20% more funds holding
Funds holding: 25 → 30 (+5)
15% more capital invested
Capital invested by funds: $18.6M → $21.3M (+$2.75M)
1.95% less ownership
Funds ownership: 44.43% → 42.48% (-2%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$434K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$373K |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$307K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$916K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$182K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$147K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$82.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIR
26
James Investment Research
Alpha,
Ohio
| $13K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $13K | +$12.2K | +267 | New |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $12K | +$11.3K | +246 | New |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$12K | -289 | Closed |
|
31
BlackRock
New York
| – | -$2K | -53 | Closed |
|
DTRE Hedge Fund Activity: Q1 2019 in Review
30 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q1 2019, worth a combined $21.3M — up 15% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DTRE positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $1.1M. The largest seller was Wells Fargo, cutting an estimated $1.88M.
- 30 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q1 2019, up from 25 in Q4 2018.
- Funds reported $21.3M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 7 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q1 2019 and 2 closed out, a net change of +5 holders.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q1 2019 was Jane Street, an estimated $1.1M added.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q1 2019 was Wells Fargo, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2019.