Northern Trust Disciplined Duration MBS ETF
MBSD
18 hedge funds and large institutions have $33M invested in Northern Trust Disciplined Duration MBS ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
44% more capital invested
Capital invested by funds: $22.8M → $33M (+$10.1M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6.95% more ownership
Funds ownership: 64.89% → 71.84% (+7%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
+$8.76M |
| 2 |
Jane Street
New York
|
+$3.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$2.37M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$486K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.96M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$1.09M |
| 3 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$500K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$201K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$18.4K |
MBSD Hedge Fund Activity: Q1 2020 in Review
18 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Disciplined Duration MBS ETF (MBSD) for Q1 2020, worth a combined $33M — up 44% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MBSD positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Cornerstone National Bank & Trust, adding an estimated $8.76M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.96M sold.
- 18 institutional investors held Northern Trust Disciplined Duration MBS ETF (MBSD) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $33M of Northern Trust Disciplined Duration MBS ETF stock for Q1 2020, up 44% quarter-over-quarter.
- 4 funds opened new Northern Trust Disciplined Duration MBS ETF positions in Q1 2020 and 3 closed out, a net change of +1 holder.
- The largest Northern Trust Disciplined Duration MBS ETF buyer in Q1 2020 was Cornerstone National Bank & Trust, an estimated $8.76M added.
- The largest Northern Trust Disciplined Duration MBS ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2020.