First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
24 hedge funds and large institutions have $29.5M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
20% more funds holding
Funds holding: 20 → 24 (+4)
16% more capital invested
Capital invested by funds: $25.5M → $29.5M (+$4.01M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.95% less ownership
Funds ownership: 42.88% → 40.93% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$2.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.91M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$686K |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$559K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$4.14M |
| 2 |
Jane Street
New York
|
-$1.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$550K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$368K |
CARZ Hedge Fund Activity: Q1 2021 in Review
24 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) for Q1 2021, worth a combined $29.5M — up 16% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CARZ positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $2.03M. The largest seller was Arlington Capital Management, cutting an estimated $4.14M.
- 24 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q1 2021, up from 20 in Q4 2020.
- Funds reported $29.5M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 7 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q1 2021 and 3 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF buyer in Q1 2021 was Gladstone Institutional Advisory, an estimated $2.03M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q1 2021 was Arlington Capital Management, an estimated $4.14M sold.
Based on aggregated 13F filings for Q1 2021.