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First Trust Alerian Disruptive Technology Real Estate ETF

25 hedge funds and large institutions have $44.7M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding

Funds holding: 2525 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

13.41% less ownership

Funds ownership: 57.51%44.1% (-13%)

33% less capital invested

Capital invested by funds: $66.3M → $44.7M (-$21.6M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.1M +$1.54M +34,903 +17%
Bank of America
2
Bank of America
North Carolina
$8.4M +$301K +6,812 +3%
VSWA
3
Vontobel Swiss Wealth Advisors
Switzerland
$8.33M +$1.83M +41,442 +23%
Morgan Stanley
4
Morgan Stanley
New York
$4.78M -$3.41M -77,168 -40%
Jane Street
5
Jane Street
New York
$3.04M +$1.59M +35,994 +96%
LPL Financial
6
LPL Financial
California
$2.54M +$306K +6,933 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.01M +$45.3K +1,026 +2%
UBS Group
8
UBS Group
Switzerland
$1.1M -$1.22M -27,543 -51%
AIG
9
American International Group
New York
$1.05M +$69.9K +1,583 +7%
OMC
10
Old Mission Capital
Illinois
$713K -$1.06K -24 -0.1%
SI
11
SII Investments
Wisconsin
$697K
Wells Fargo
12
Wells Fargo
California
$585K -$20.4K -462 -3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$475K +$305K +6,912 +151%
Stifel Financial
14
Stifel Financial
Missouri
$406K -$1.55K -35 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$286K -$19.9K -451 -6%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$87K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$32K +$133 +3 +0.4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$30K
PI
19
PineBridge Investments
New York
$23K +$24.4K +553 New
PVH
20
Psagot Value Holdings
Israel
$13K -$8.44K -191 -38%
JIR
21
James Investment Research
Ohio
$11K
WA
22
WFG Advisors
Texas
$8K +$8.84K +200 New
MFS
23
MSI Financial Services
Massachusetts
$6K -$44 -1 -0.7%
TIM
24
Tortoise Investment Management
New York
$5K
JCM
25
Janney Capital Management
Pennsylvania
-$17.8M -394,455 Closed

DTRE Hedge Fund Activity: Q2 2015 in Review

25 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q2 2015, worth a combined $44.7M — down 33% from $66.3M a quarter earlier.

Fund positioning in DTRE was balanced in Q2 2015: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Vontobel Swiss Wealth Advisors, adding an estimated $1.83M. The largest seller was Janney Capital Management, exiting entirely with an estimated $17.8M sold.

  • 25 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $44.7M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q2 2015, down 33% quarter-over-quarter.
  • 2 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q2 2015 and 2 closed out, a net change of 0 holders.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q2 2015 was Vontobel Swiss Wealth Advisors, an estimated $1.83M added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q2 2015 was Janney Capital Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2015.