First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
20 hedge funds and large institutions have $11.8M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.
13% more capital invested
Capital invested by funds: $10.5M → $11.8M (+$1.32M)
3.88% more ownership
Funds ownership: 41.9% → 45.77% (+3.9%)
13% less funds holding
Funds holding: 23 → 20 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.63M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$311K |
| 3 |
Jane Street
New York
|
+$249K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$216K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$51.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$734K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$341K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$211K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$47.9K |
| 5 |
Morgan Stanley
New York
|
-$47.5K |
DTRE Hedge Fund Activity: Q1 2023 in Review
20 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q1 2023, worth a combined $11.8M — up 13% from $10.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DTRE and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was TAP Consulting, opening a new position worth an estimated $1.63M. The largest seller was Bank of America, cutting an estimated $734K.
- 20 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q1 2023, down from 23 in Q4 2022.
- Funds reported $11.8M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 3 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q1 2023 and 5 closed out, a net change of -2 holders.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q1 2023 was TAP Consulting, an estimated $1.63M added.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q1 2023 was Bank of America, an estimated $734K sold.
Based on aggregated 13F filings for Q1 2023.