First Trust Active Global Quality Income ETF
AGQI
25 hedge funds and large institutions have $20.4M invested in First Trust Active Global Quality Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 6 closing their positions.
3.14% more ownership
Funds ownership: 27.28% → 30.42% (+3.1%)
2% more capital invested
Capital invested by funds: $20M → $20.4M (+$353K)
7% less funds holding
Funds holding: 27 → 25 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$3.94M |
| 2 |
Jane Street
New York
|
+$995K |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$261K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$89.5K |
| 5 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$5.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$868K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$591K |
| 5 |
Morgan Stanley
New York
|
-$424K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.35M | -97,281 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$1.03M | -74,311 | Closed |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$868K | -62,353 | Closed |
|
|
RVPG
29
Relative Value Partners Group
| – | -$176K | -13,125 | Closed |
|
30
JP Morgan Chase
New York
| – | -$56.2K | -4,038 | Closed |
|
|
KLWA
31
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$5.22K | -375 | Closed |
|
AGQI Hedge Fund Activity: Q2 2024 in Review
25 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Global Quality Income ETF (AGQI) for Q2 2024, worth a combined $20.4M — up 1.8% from $20M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AGQI and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Atlas Wealth, adding an estimated $3.94M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.35M sold.
- 25 institutional investors held First Trust Active Global Quality Income ETF (AGQI) as of Q2 2024, down from 27 in Q1 2024.
- Funds reported $20.4M of First Trust Active Global Quality Income ETF stock for Q2 2024, up 1.8% quarter-over-quarter.
- 4 funds opened new First Trust Active Global Quality Income ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
- The largest First Trust Active Global Quality Income ETF buyer in Q2 2024 was Atlas Wealth, an estimated $3.94M added.
- The largest First Trust Active Global Quality Income ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2024.