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First Trust S&P REIT Index Fund

58 hedge funds and large institutions have $99M invested in First Trust S&P REIT Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

65% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 31

Holders
58
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
$38.5M
2
$24.2M
3
$4.18M
4
$3.17M
5
$2.95M
6
$2.85M
7
$2.49M
8
$1.44M
9
$1.33M
10
$1.15M
11
$1.14M
12
$997K
13
$793K
14
$774K
15
$758K
16
$728K
17
$663K
18
$652K
19
$625K
20
$586K
21
$579K
22
$559K
23
$514K
24
$505K
25
$468K