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First Trust Alerian Disruptive Technology Real Estate ETF

31 hedge funds and large institutions have $57.2M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

28% more capital invested

Capital invested by funds: $44.7M → $57.2M (+$12.5M)

24% more funds holding

Funds holding: 2531 (+6)

14.25% more ownership

Funds ownership: 44.1%58.35% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
8
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$16.1M +$16.5M +393,065 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.64M -$1.38M -33,020 -14%
Bank of America
3
Bank of America
North Carolina
$8.12M -$181K -4,332 -2%
VSWA
4
Vontobel Swiss Wealth Advisors
Switzerland
$7.01M -$2.1M -50,220 -22%
Morgan Stanley
5
Morgan Stanley
New York
$4.14M -$597K -14,253 -12%
LPL Financial
6
LPL Financial
California
$2.68M +$145K +3,474 +6%
Jane Street
7
Jane Street
New York
$2.26M -$761K -18,174 -25%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.98M -$753 -18 -0%
UBS Group
9
UBS Group
Switzerland
$1.79M +$721K +17,224 +65%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.1M +$636K +15,192 +132%
SI
11
SII Investments
Wisconsin
$708K +$21K +502 +3%
OMC
12
Old Mission Capital
Illinois
$707K +$2.93K +70 +0.4%
Wells Fargo
13
Wells Fargo
California
$565K -$11.7K -280 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$290K +$7.74K +185 +3%
Stifel Financial
15
Stifel Financial
Missouri
$287K -$116K -2,771 -28%
VKH
16
Virtu KCG Holdings
New York
$258K +$264K +6,302 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$236K +$211K +5,036 +689%
Citadel Advisors
18
Citadel Advisors
Florida
$208K +$211K +5,046 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$86K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$29K -$2.76K -66 -9%
TFA
21
Transamerica Financial Advisors
Florida
$18K +$17.7K +423 New
PVH
22
Psagot Value Holdings
Israel
$13K
WA
23
WFG Advisors
Texas
$12K +$4.18K +100 +50%
JIR
24
James Investment Research
Ohio
$11K
TRCT
25
Tower Research Capital (TRC)
New York
$9K +$8.79K +210 New

DTRE Hedge Fund Activity: Q3 2015 in Review

31 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q3 2015, worth a combined $57.2M — up 28% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DTRE positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Vontobel Swiss Wealth Advisors, cutting an estimated $2.1M.

  • 31 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q3 2015, up from 25 in Q2 2015.
  • Funds reported $57.2M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q3 2015, up 28% quarter-over-quarter.
  • 7 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q3 2015 and 1 closed out, a net change of +6 holders.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q3 2015 was Janney Capital Management, an estimated $16.5M added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q3 2015 was Vontobel Swiss Wealth Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2015.