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First Trust Alerian Disruptive Technology Real Estate ETF

33 hedge funds and large institutions have $39.8M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.25% less ownership

Funds ownership: 55.58%49.33% (-6.3%)

11% less funds holding

Funds holding: 3733 (-4)

15% less capital invested

Capital invested by funds: $46.8M → $39.8M (-$6.99M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
10
Closed
7
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
$9.89M +$14.9K +334 +0.2%
VSWA
2
Vontobel Swiss Wealth Advisors
Switzerland
$8.15M -$42.5K -954 -0.5%
Bank of America
3
Bank of America
North Carolina
$7.66M +$100K +2,245 +1%
Morgan Stanley
4
Morgan Stanley
New York
$2.47M -$159K -3,576 -6%
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M +$595K +13,354 +40%
Jane Street
6
Jane Street
New York
$1.82M +$723K +16,225 +69%
LPL Financial
7
LPL Financial
California
$1.59M -$3.41M -76,498 -69%
OMC
8
Old Mission Capital
Illinois
$956K +$158K +3,548 +21%
UBS Group
9
UBS Group
Switzerland
$889K +$68.9K +1,547 +9%
Wells Fargo
10
Wells Fargo
California
$685K -$29.8K -669 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$591K -$2.09M -47,010 -78%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$507K +$37.2K +835 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$504K +$121K +2,720 +33%
SI
14
SII Investments
Wisconsin
$486K -$180K -4,042 -28%
Stifel Financial
15
Stifel Financial
Missouri
$456K -$134 -3 -0%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$220K -$8.86K -199 -4%
RJA
17
Raymond James & Associates
Florida
$219K +$213K +4,781 New
Comerica Bank
18
Comerica Bank
Texas
$210K -$10.6K -237 -5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$96K +$134 +3 +0.1%
AG
20
Advisor Group
Arizona
$94K +$92K +2,066 New
IA
21
IFP Advisors
Florida
$38K +$25.1K +563 +211%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$32K +$178 +4 +0.6%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K +$23.8K +535 New
WA
24
WFG Advisors
Texas
$14K
JIR
25
James Investment Research
Ohio
$12K

DTRE Hedge Fund Activity: Q2 2016 in Review

33 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q2 2016, worth a combined $39.8M — down 15% from $46.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DTRE and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, adding an estimated $723K. The largest seller was LPL Financial, cutting an estimated $3.41M.

  • 33 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q2 2016, down from 37 in Q1 2016.
  • Funds reported $39.8M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q2 2016, down 15% quarter-over-quarter.
  • 3 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q2 2016 and 7 closed out, a net change of -4 holders.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q2 2016 was Jane Street, an estimated $723K added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2016.