We are live on ! Find out more
DTRE icon

First Trust Alerian Disruptive Technology Real Estate ETF

34 hedge funds and large institutions have $32.3M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 3334 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.57% less ownership

Funds ownership: 49.33%44.76% (-4.6%)

19% less capital invested

Capital invested by funds: $39.8M → $32.3M (-$7.54M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VSWA
1
Vontobel Swiss Wealth Advisors
Switzerland
$8.64M -$476K -10,175 -5%
Bank of America
2
Bank of America
North Carolina
$7.28M -$440K -9,400 -6%
Morgan Stanley
3
Morgan Stanley
New York
$2.31M -$180K -3,846 -7%
Jane Street
4
Jane Street
New York
$1.74M -$98.3K -2,102 -5%
OMC
5
Old Mission Capital
Illinois
$1.63M +$680K +14,540 +70%
LPL Financial
6
LPL Financial
California
$1.43M -$153K -3,277 -9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.18M +$1.19M +25,478 New
Wells Fargo
8
Wells Fargo
California
$1.13M +$445K +9,521 +64%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.04M -$9.03M -193,132 -90%
UBS Group
10
UBS Group
Switzerland
$893K -$1.82K -39 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$753K +$249K +5,323 +48%
Citadel Advisors
12
Citadel Advisors
Florida
$706K -$1.49M -31,827 -68%
PVH
13
Psagot Value Holdings
Israel
$639K +$364K +7,788 +8,952%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$606K +$95.9K +2,051 +19%
SI
15
SII Investments
Wisconsin
$476K -$11.4K -244 -2%
Stifel Financial
16
Stifel Financial
Missouri
$455K -$1.82K -39 -0.4%
RJA
17
Raymond James & Associates
Florida
$388K +$169K +3,619 +76%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$228K -$372K -7,946 -62%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$219K -$2.57K -55 -1%
FNBOO
20
First National Bank of Omaha
Nebraska
$213K +$216K +4,609 New
AG
21
Advisor Group
Arizona
$124K +$28.2K +603 +29%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$74K -$22.8K -488 -23%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$33K +$140 +3 +0.4%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K
WA
25
WFG Advisors
Texas
$14K

DTRE Hedge Fund Activity: Q3 2016 in Review

34 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 Q3 2016, worth a combined $32.3M — down 19% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DTRE positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $1.19M. The largest seller was Royal Bank of Canada, cutting an estimated $9.03M.

  • 34 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q3 2016, up from 33 in Q2 2016.
  • Funds reported $32.3M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q3 2016, down 19% quarter-over-quarter.
  • 2 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q3 2016 and 1 closed out, a net change of +1 holder.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q3 2016 was Janney Montgomery Scott, an estimated $1.19M added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q3 2016 was Royal Bank of Canada, an estimated $9.03M sold.

Based on aggregated 13F filings for Q3 2016.