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First Trust S&P REIT Index Fund

61 hedge funds and large institutions have $80.8M invested in First Trust S&P REIT Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $90.6M → $80.8M (-$9.82M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$597K
27
$537K
28
$461K
29
$399K
30
$393K
31
$386K
32
$336K
33
$329K
34
$325K
35
$320K
36
$316K
37
$266K
38
$264K
39
$236K
40
$227K
41
$225K
42
$223K
43
$221K
44
$206K
45
$198K
46
$138K
47
$67K
48
$48.7K
49
$45.7K
50
$26K