ALPS Active REIT ETF
REIT
4 hedge funds and large institutions have $745K invested in ALPS Active REIT ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
83% more capital invested
Capital invested by funds: $406K → $745K (+$338K)
1.81% more ownership
Funds ownership: 2.36% → 4.17% (+1.8%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$376K |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.59K |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$823 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$22K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$24 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
1
Virtue Capital Management
Brentwood,
Tennessee
| $659K | +$376K | +15,061 | +118% |
|
|
PA
2
Parallel Advisors
San Francisco,
California
| $82.1K | – | – | – |
|
|
3
National Bank of Canada
Montreal,
Quebec, Canada
| $2.53K | +$2.59K | +104 | New |
|
|
TCM
4
Tradewinds Capital Management
Bellingham,
Washington
| $804 | +$823 | +33 | New |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| – | -$22K | -900 | Closed |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
REIT Hedge Fund Activity: Q1 2023 in Review
4 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q1 2023, worth a combined $745K — up 83% from $406K a quarter earlier.
Fund positioning in REIT was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Virtue Capital Management, adding an estimated $376K. The largest seller was IFP Advisors, exiting entirely with an estimated $22K sold.
- 4 institutional investors held ALPS Active REIT ETF (REIT) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $745K of ALPS Active REIT ETF stock for Q1 2023, up 83% quarter-over-quarter.
- 2 funds opened new ALPS Active REIT ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest ALPS Active REIT ETF buyer in Q1 2023 was Virtue Capital Management, an estimated $376K added.
- The largest ALPS Active REIT ETF seller in Q1 2023 was IFP Advisors, an estimated $22K sold.
Based on aggregated 13F filings for Q1 2023.