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ALPS Active REIT ETF
REIT

2 hedge funds and large institutions have $4.53M invested in ALPS Active REIT ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 1 → 2 (+1)

3.92% less ownership

Funds ownership: 24.05% → 20.14% (-3.9%)

13% less capital invested

Capital invested by funds: $5.19M → $4.53M (-$660K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29

Top Sellers

Rank Fund Capital Flow
1
AO
Advisor OS
Illinois
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1
Advisor OS
Illinois
$4.53M -$636K -21,703 -12%
Morgan Stanley
2
Morgan Stanley
New York
– +$29 +1 New

REIT Hedge Fund Activity: Q3 2021 in Review

2 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q3 2021, worth a combined $4.53M — down 13% from $5.19M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new REIT positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $29. The largest seller was Advisor OS, cutting an estimated $636K.

  • 2 institutional investors held ALPS Active REIT ETF (REIT) as of Q3 2021, up from 1 in Q2 2021.
  • Funds reported $4.53M of ALPS Active REIT ETF stock for Q3 2021, down 13% quarter-over-quarter.
  • 1 fund opened new ALPS Active REIT ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest ALPS Active REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $29 added.
  • The largest ALPS Active REIT ETF seller in Q3 2021 was Advisor OS, an estimated $636K sold.

Based on aggregated 13F filings for Q3 2021.