Northern Trust Disciplined Duration MBS ETF
MBSD
18 hedge funds and large institutions have $22.8M invested in Northern Trust Disciplined Duration MBS ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
58% more capital invested
Capital invested by funds: $14.4M → $22.8M (+$8.42M)
38% more funds holding
Funds holding: 13 → 18 (+5)
8.91% more ownership
Funds ownership: 55.98% → 64.89% (+8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$6.55M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$1.57M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.53M |
| 4 |
Jane Street
New York
|
+$551K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$4.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.2M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$356K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$307K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.53K |
MBSD Hedge Fund Activity: Q4 2019 in Review
18 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Disciplined Duration MBS ETF (MBSD) for Q4 2019, worth a combined $22.8M — up 58% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MBSD positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Northern Trust, adding an estimated $6.55M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $4.08M.
- 18 institutional investors held Northern Trust Disciplined Duration MBS ETF (MBSD) as of Q4 2019, up from 13 in Q3 2019.
- Funds reported $22.8M of Northern Trust Disciplined Duration MBS ETF stock for Q4 2019, up 58% quarter-over-quarter.
- 7 funds opened new Northern Trust Disciplined Duration MBS ETF positions in Q4 2019 and 2 closed out, a net change of +5 holders.
- The largest Northern Trust Disciplined Duration MBS ETF buyer in Q4 2019 was Northern Trust, an estimated $6.55M added.
- The largest Northern Trust Disciplined Duration MBS ETF seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $4.08M sold.
Based on aggregated 13F filings for Q4 2019.