ALPS Active REIT ETF
REIT
8 hedge funds and large institutions have $790K invested in ALPS Active REIT ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more capital invested
Capital invested by funds: $788K → $790K (+$2.37K)
0.37% less ownership
Funds ownership: 4.4% → 4.03% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$44.3K |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$17.5K |
| 3 |
Morgan Stanley
New York
|
+$47 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$152K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$684 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $299K | +$44.3K | +1,879 | +20% |
|
|
VCM
2
Virtue Capital Management
Brentwood,
Tennessee
| $297K | -$152K | -6,440 | -36% |
|
|
PA
3
Parallel Advisors
San Francisco,
California
| $88.5K | – | – | – |
|
|
4
National Bank of Canada
Montreal,
Quebec, Canada
| $76.5K | +$17.5K | +743 | +34% |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $28.1K | +$25.2K | +1,071 | New |
|
|
TCM
6
Tradewinds Capital Management
Bellingham,
Washington
| $867 | – | – | – |
|
|
7
Morgan Stanley
New York
| $70 | +$47 | +2 | New |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $26 | +$24 | +1 | New |
|
|
9
Creative Planning
Overland Park,
Kansas
| – | -$684 | -30 | Closed |
|
REIT Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q4 2023, worth a combined $790K — up 0.3% from $788K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new REIT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, adding an estimated $44.3K. The largest seller was Virtue Capital Management, cutting an estimated $152K.
- 8 institutional investors held ALPS Active REIT ETF (REIT) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $790K of ALPS Active REIT ETF stock for Q4 2023, up 0.3% quarter-over-quarter.
- 3 funds opened new ALPS Active REIT ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest ALPS Active REIT ETF buyer in Q4 2023 was GTS Securities, an estimated $44.3K added.
- The largest ALPS Active REIT ETF seller in Q4 2023 was Virtue Capital Management, an estimated $152K sold.
Based on aggregated 13F filings for Q4 2023.