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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
1
$19.3M
2
$15.5M
3
$4.87M
4
$3.65M
5
$3.28M
6
$2.96M
7
$2.92M
8
$2.72M
9
$2.63M
10
$1.49M
11
$1.43M
12
$1.34M
13
$1.29M
14
$1.2M
15
$1.14M
16
$1.08M
17
$1.03M
18
$824K
19
$811K
20
$797K
21
$766K
22
$741K
23
$737K
24
$727K
25
$700K