Northern Trust Disciplined Duration MBS ETF
MBSD
9 hedge funds and large institutions have $1.94M invested in Northern Trust Disciplined Duration MBS ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
25% more capital invested
Capital invested by funds: $1.54M → $1.94M (+$391K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$4.15M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$209K |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$73.5K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$51.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$47.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$50K |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$5.64K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$199 |
MBSD Hedge Fund Activity: Q3 2016 in Review
9 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Disciplined Duration MBS ETF (MBSD) for Q3 2016, worth a combined $1.94M — up 25% from $1.54M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBSD positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $4.15M. The largest seller was Bartlett & Co, exiting entirely with an estimated $50K sold.
- 9 institutional investors held Northern Trust Disciplined Duration MBS ETF (MBSD) as of Q3 2016, up from 7 in Q2 2016.
- Funds reported $1.94M of Northern Trust Disciplined Duration MBS ETF stock for Q3 2016, up 25% quarter-over-quarter.
- 3 funds opened new Northern Trust Disciplined Duration MBS ETF positions in Q3 2016 and 1 closed out, a net change of +2 holders.
- The largest Northern Trust Disciplined Duration MBS ETF buyer in Q3 2016 was Northern Trust, an estimated $4.15M added.
- The largest Northern Trust Disciplined Duration MBS ETF seller in Q3 2016 was Bartlett & Co, an estimated $50K sold.
Based on aggregated 13F filings for Q3 2016.