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First Trust S&P REIT Index Fund

47 hedge funds and large institutions have $60.9M invested in First Trust S&P REIT Index Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

35% more capital invested

Capital invested by funds: $45M → $60.9M (+$15.9M)

7% more funds holding

Funds holding: 4447 (+3)

0.82% more ownership

Funds ownership: 53.09%53.91% (+0.82%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
HM Payson & Co
Maine
-$12K -458 Closed
VFA
52
Valeo Financial Advisors
Indiana
-$7K -265 Closed
HF
53
Halpern Financial
Virginia
-$5.62K -223 Closed
RW
54
RVW Wealth
California
+$121K +4,436 +36%

FRI Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q2 2021, worth a combined $60.9M — up 35% from $45M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRI positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Sterling Manor Financial, opening a new position worth an estimated $3.68M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $1.56M.

  • 47 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q2 2021, up from 44 in Q1 2021.
  • Funds reported $60.9M of First Trust S&P REIT Index Fund stock for Q2 2021, up 35% quarter-over-quarter.
  • 10 funds opened new First Trust S&P REIT Index Fund positions in Q2 2021 and 7 closed out, a net change of +3 holders.
  • The largest First Trust S&P REIT Index Fund buyer in Q2 2021 was Sterling Manor Financial, an estimated $3.68M added.
  • The largest First Trust S&P REIT Index Fund seller in Q2 2021 was Benjamin F. Edwards & Company, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2021.