Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo
Fundraising and raising capital is hard. Dakota makes it easier.
If you have an ETF product, the question is always who already holds something like it. Before now, answering that meant piecing together holdings data from other sources or digging through accounts one at a time.
In this article, we’ll walk through three new ETF features in Dakota Marketplace, the ETF Peer Tracker, the ETF Wallet, and the ETF Homepage, and how to use them to turn 13F holdings data into a ready-made prospect list.
What the New ETF Features Actually Do
Three new features, built on the 13F holdings data in Marketplace, give you a dedicated way to see where ETFs are held:
- ETF Homepage: an ETF-focused homepage you can switch on with a toggle under My Profile (Homepage View). It’s available in both Dakota Marketplace and Dakota Private Wealth, and on the Private Wealth platform the logo also updates to match the homepage you select.
- ETF Peer Tracker: it lives at the top of the ETF Homepage and under the Investments tab. You enter the ETFs you want to track, and Marketplace surfaces every account with 13F holdings that already holds an ETF in the same asset class and sub-asset class.
- ETF Wallet: an interactive pie chart on account pages that shows the account’s ETF holdings broken down by asset class and sub-asset class, with a table of the top five holdings and the rest grouped into “Other” across asset class, sub-asset class, and ticker views. It appears for accounts with ETF holdings in their latest 13F filing.
4 Use Cases for the ETF Peer Tracker and ETF Wallet in Dakota Marketplace
Use the Peer Tracker to Build a Prospect List From Your Competitors’ Holders
Name the ETFs you compete with, and the Peer Tracker returns the accounts that already hold comparable ETFs. Those are your most natural prospects, since they’ve already decided the exposure belongs in their portfolios. One team compared Dakota’s 13F ticker holdings (RIAs holding competitor ETFs) with the data they use today and called it “huge” and “way better,” noting they’d been trying to do it on their own. On the Peer Tracker, which had just launched that morning, they said they had no visibility into that before.
Book a demo of Dakota Marketplace to see how the Peer Tracker turns a list of tickers into a list of accounts.
Use the ETF Wallet to Prep for a Meeting
The Peer Tracker tells you who to call. The ETF Wallet shows you the other half of the picture from the account side. Before a meeting, you can see how a given RIA actually allocates across ETF asset classes without building a report, and whether they lean toward the areas where your product fits. One team called the Peer Tracker “a cool feature” and “really helpful” during a new member walkthrough, and the Wallet rounds out that view on each account page.
Use the ETF Homepage to Start Your Day Where It Matters
If your day starts with ETFs, your homepage should too. Turn on the ETF Homepage under My Profile (Homepage View) and land on the Peer Tracker and the information that matters to you. One manager, during a check-in, was very impressed by the Peer Tracker demo and how to turn on the ETF Homepage, and saw it as relevant for two colleagues, including one on another fund. If you have teammates who focus on ETF distribution, share the toggle with them.
Use It to Explore Niche ETF Strategies
The Peer Tracker isn’t limited to the largest categories. One long-time user explored it live during a business review, using it to look at long short ETFs and their component tickers, with the ETF Wallet shown on account pages as well. Any ETF with 13F holders can be a starting point, so try it with the product you’re actually raising for.
Start With the ETFs You Compete Against
Open the ETF Peer Tracker, enter the ETFs you compete with, and see which accounts already hold something like yours. Then check each account’s ETF Wallet before you reach out, so your pitch reflects how they actually allocate.
Book a demo of Dakota Marketplace to see the ETF Peer Tracker, Wallet, and Homepage for your product.
FAQs
What is the ETF Peer Tracker?
A tool that lets you enter the ETFs you want to track and returns every account with 13F holdings that already holds an ETF in the same asset class and sub-asset class. You’ll find it at the top of the ETF Homepage and under the Investments tab.
What does the ETF Wallet show?
An interactive pie chart on account pages showing an account’s ETF holdings by asset class and sub-asset class, with a table of the top five holdings and the rest grouped into “Other.” It appears for accounts with ETF holdings in their latest 13F filing.
How do I turn on the ETF Homepage?
Use the toggle under My Profile (Homepage View). It’s available in both Dakota Marketplace and Dakota Private Wealth.
Where does the ETF data come from?
The 13F holdings data in Marketplace.
