At the close of Q1, Marketplace was tracking 2,100 ETFs from 247 sponsors, and at the close of Q2 that has grown to over 3,010 ETFs from 255 sponsors which is the entire listed ETF universe. In connecting these positions to the allocators that hold them in their portfolios, Marketplace helps asset managers make informed decisions on who to call, and what asset classes to potentially focus on.
Entities which file with the SEC have 45 days to file their positions after the close of the quarter. We often see major headlines during this timeframe that buffet, major institutional investors and hedge funds may have bought or sold individual stocks... while that info is timely and makes news, it is not extremely useful to investment sales professionals.
What is useful is connecting that ETF, BDC, and CEF position with an end allocator whether it be FA/RIA/Institutions, and making sure the contact information and firm information is accurate so you know how to connect with that allocator. With the latest Q2 filing window closed, we wanted to quickly highlight the overall trends we saw across all exchange traded packed products.
For more information on ETFs and 13Fs, we'd love to offer you a free trial of Marketplace.
Written By: Manfred Kanther, Manager of Strategic Initiatives
Manfred Kanther is the Manager of Strategic Initiatives at Dakota.
October 25, 2022
November 30, 2022
May 10, 2023
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