Northern Trust Disciplined Duration MBS ETF
MBSD
24 hedge funds and large institutions have $75.8M invested in Northern Trust Disciplined Duration MBS ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 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: 9 | Existing positions reduced: 6
9% more funds holding
Funds holding: 22 → 24 (+2)
3% more capital invested
Capital invested by funds: $73.8M → $75.8M (+$2.02M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.36% less ownership
Funds ownership: 74.8% → 73.44% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$813K |
| 2 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$704K |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$314K |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$277K |
| 5 |
Morgan Stanley
New York
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$755K |
| 2 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$450K |
| 3 |
Jane Street
New York
|
-$402K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$48K |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$26K |
MBSD Hedge Fund Activity: Q2 2021 in Review
24 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Disciplined Duration MBS ETF (MBSD) for Q2 2021, worth a combined $75.8M — up 2.7% from $73.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBSD positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Aviance Capital Partners, adding an estimated $813K. The largest seller was Northern Trust, cutting an estimated $755K.
- 24 institutional investors held Northern Trust Disciplined Duration MBS ETF (MBSD) as of Q2 2021, up from 22 in Q1 2021.
- Funds reported $75.8M of Northern Trust Disciplined Duration MBS ETF stock for Q2 2021, up 2.7% quarter-over-quarter.
- 3 funds opened new Northern Trust Disciplined Duration MBS ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest Northern Trust Disciplined Duration MBS ETF buyer in Q2 2021 was Aviance Capital Partners, an estimated $813K added.
- The largest Northern Trust Disciplined Duration MBS ETF seller in Q2 2021 was Northern Trust, an estimated $755K sold.
Based on aggregated 13F filings for Q2 2021.