The 13F Revenue Opportunities Dashboard:
Turn ETF Holder Data Into Distribution Opportunities.
Identify better opportunities. Prioritize the right firms. Equip Sales with actionable intelligence.
ETF sales teams have access to more data than ever but turning that information into a focused distribution strategy can require significant manual work.
To find opportunities, teams often need to:
- Find competitor ETFs
- Export data
- Research performance and fees
- Pull 13F filings
- Research distributors
- Build their story, preparing Sales with supporting evidence
- Prepare target lists
By the time the analysis is complete, valuable selling time has already been lost. The dashboard was designed with this in mind, streamlining that process and providing an analytical first step toward more effective prospecting.
13F Revenue Opportunities Dashboard
Competitive Visibility for Every ETF in One Stand-Alone Dashboard
Bringing together the information ETF distribution teams need to discover, prioritize, and engage the right opportunities.
For every ETF, instantly see:
- Competing ETFs in the same category
- Current quarter 13F AUM
- Latest quarter 13F net flows
- Monthly updated 3-year performance
- Fees
Drill into an ETF for:
- Distributors that hold it, by channel
- 13F AUM by distributor
- Latest quarter flows by distributor
Identify Advisors Allocating to Similar ETFs
- RIAs
- Wealth managers
- Broker-dealers
- Banks
- Trust companies
- Family offices
Find Prospects Hidden in Competitor Ownership
Higher-Fee Competitors
Find distributors holding funds that may present fee-related opportunities.
Lower-Performing Competitors
Identify where your ETF may offer a stronger value proposition, and the distributors that hold them.
Recent Flows
See which distributors reduced positions in competitor funds.
Give Wholesalers Better Conversations
Relevant conversations create better engagement. “We noticed your firm maintains a position in XYZ ETF and that your position increased during the quarter. We’ve identified several differentiators in our fund that may be worth discussing, including recent three-year performance and fees; our strategy has delivered stronger risk-adjusted results while charging lower fees.”