First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
25 hedge funds and large institutions have $18.6M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 6 closing their positions.
2.46% more ownership
Funds ownership: 41.97% → 44.43% (+2.5%)
1% less capital invested
Capital invested by funds: $18.8M → $18.6M (-$235K)
17% less funds holding
Funds holding: 30 → 25 (-5)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$962K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$161K |
| 4 |
Jane Street
New York
|
+$154K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$673K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$216K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$139K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$125K |
DTRE Hedge Fund Activity: Q4 2018 in Review
25 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q4 2018, worth a combined $18.6M — down 1.2% from $18.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DTRE and 1 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $2.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.11M sold.
- 25 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q4 2018, down from 30 in Q3 2018.
- Funds reported $18.6M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q4 2018, down 1.2% quarter-over-quarter.
- 1 fund opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q4 2018 and 6 closed out, a net change of -5 holders.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q4 2018 was Morgan Stanley, an estimated $2.24M added.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q4 2018 was Susquehanna International Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2018.