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First Trust Alerian Disruptive Technology Real Estate ETF

37 hedge funds and large institutions have $46.8M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

16% more funds holding

Funds holding: 3237 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.29% less ownership

Funds ownership: 61.87%55.58% (-6.3%)

23% less capital invested

Capital invested by funds: $60.7M → $46.8M (-$13.8M)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
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
$9.55M +$14.9K +360 +0.2%
VSWA
2
Vontobel Swiss Wealth Advisors
Switzerland
$8.81M +$94.7K +2,295 +1%
Bank of America
3
Bank of America
North Carolina
$7.31M -$1.32M -32,016 -16%
LPL Financial
4
LPL Financial
California
$4.9M -$631K -15,306 -12%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.66M +$1.28M +30,957 +107%
Morgan Stanley
6
Morgan Stanley
New York
$2.54M -$762K -18,472 -24%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.04M -$181K -4,386 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$1.5M +$1.39M +33,771 New
VKH
9
Virtu KCG Holdings
New York
$1.31M +$503K +12,193 +71%
Jane Street
10
Jane Street
New York
$1.04M +$354K +8,576 +58%
UBS Group
11
UBS Group
Switzerland
$791K -$874K -21,191 -54%
OMC
12
Old Mission Capital
Illinois
$766K
Wells Fargo
13
Wells Fargo
California
$692K +$12.5K +303 +2%
SI
14
SII Investments
Wisconsin
$649K -$12.9K -312 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$454K +$66.2K +1,605 +19%
Stifel Financial
16
Stifel Financial
Missouri
$441K +$115K +2,778 +39%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$367K +$341K +8,268 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$222K -$29.2K -708 -12%
VFS
19
VSR Financial Services
Kansas
$210K +$196K +4,745 New
Comerica Bank
20
Comerica Bank
Texas
$207K +$192K +4,647 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$93K
AIG
22
American International Group
New York
$92K
TRCT
23
Tower Research Capital (TRC)
New York
$40K +$1.65K +40 +5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$31K +$83 +2 +0.3%
TFA
25
Transamerica Financial Advisors
Florida
$24K +$4.62K +112 +26%

DTRE Hedge Fund Activity: Q1 2016 in Review

37 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q1 2016, worth a combined $46.8M — down 23% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DTRE positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.39M. The largest seller was Janney Capital Management, exiting entirely with an estimated $16.5M sold.

  • 37 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q1 2016, up from 32 in Q4 2015.
  • Funds reported $46.8M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q1 2016, down 23% quarter-over-quarter.
  • 7 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q1 2016 and 2 closed out, a net change of +5 holders.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q1 2016 was Citadel Advisors, an estimated $1.39M added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q1 2016 was Janney Capital Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2016.