First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
19 hedge funds and large institutions have $9.43M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.
5% less funds holding
Funds holding: 20 → 19 (-1)
6.06% less ownership
Funds ownership: 45.77% → 39.71% (-6.1%)
20% less capital invested
Capital invested by funds: $11.8M → $9.43M (-$2.34M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$477K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$236K |
| 3 |
Morgan Stanley
New York
|
+$48.6K |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$24.1K |
| 5 |
ANBT
American National Bank & Trust
Wichita Falls,
Texas
|
+$2.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.64M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$310K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$305K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$258K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$211K |
DTRE Hedge Fund Activity: Q2 2023 in Review
19 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q2 2023, worth a combined $9.43M — down 20% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DTRE and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 3 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $477K. The largest seller was Ameriprise, cutting an estimated $1.64M.
- 19 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q2 2023, down from 20 in Q1 2023.
- Funds reported $9.43M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q2 2023, down 20% quarter-over-quarter.
- 3 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q2 2023 was Old Mission Capital, an estimated $477K added.
- The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q2 2023 was Ameriprise, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2023.