ALPS Active REIT ETF
REIT
6 hedge funds and large institutions have $788K invested in ALPS Active REIT ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.74% less ownership
Funds ownership: 5.14% → 4.4% (-0.74%)
17% less capital invested
Capital invested by funds: $951K → $788K (-$163K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$233K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$736 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$363K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
1
Virtue Capital Management
Brentwood,
Tennessee
| $444K | – | – | – |
|
|
GS
2
GTS Securities
New York
| $217K | +$233K | +9,501 | New |
|
|
PA
3
Parallel Advisors
San Francisco,
California
| $76.8K | – | – | – |
|
4
National Bank of Canada
Montreal,
Quebec, Canada
| $48.5K | – | – | – |
|
|
TCM
5
Tradewinds Capital Management
Bellingham,
Washington
| $753 | – | – | – |
|
|
6
Creative Planning
Overland Park,
Kansas
| $684 | +$736 | +30 | New |
|
|
7
Jane Street
New York
| – | -$363K | -14,800 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$6.79K | -277 | Closed |
|
REIT Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q3 2023, worth a combined $788K — down 17% from $951K a quarter earlier.
Fund positioning in REIT was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $233K. The largest seller was Jane Street, exiting entirely with an estimated $363K sold.
- 6 institutional investors held ALPS Active REIT ETF (REIT) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $788K of ALPS Active REIT ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 2 funds opened new ALPS Active REIT ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest ALPS Active REIT ETF buyer in Q3 2023 was GTS Securities, an estimated $233K added.
- The largest ALPS Active REIT ETF seller in Q3 2023 was Jane Street, an estimated $363K sold.
Based on aggregated 13F filings for Q3 2023.