First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
21 hedge funds and large institutions have $7.54M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 12 closing their positions.
14.8% less ownership
Funds ownership: 31.25% → 16.45% (-15%)
32% less funds holding
Funds holding: 31 → 21 (-10)
34% less capital invested
Capital invested by funds: $11.4M → $7.54M (-$3.85M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
83% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$743K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$679K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$97.3K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$42.8K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$6.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.13M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$1.04M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$832K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$532K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$456K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$53.8K | -1,327 | Closed |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| – | -$31K | -763 | Closed |
|
|
CAS
28
Coppell Advisory Solutions
Coppell,
Texas
| – | -$17.9K | -442 | Closed |
|
|
CASC
29
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$17.9K | -442 | Closed |
|
|
AWM
30
Activest Wealth Management
Aventure,
Florida
| – | -$10.5K | -260 | Closed |
|
|
NL
31
NVWM LLC
Yardley,
Pennsylvania
| – | -$8.16K | -185 | Closed |
|
|
GEA
32
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$5.36K | -132 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$2.76K | -68 | Closed |
|
CARZ Hedge Fund Activity: Q1 2023 in Review
21 of the 6,276 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 2023, worth a combined $7.54M — down 34% from $11.4M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CARZ and 2 opened new positions — a net loss of 10 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was Royal Bank of Canada, adding an estimated $743K. The largest seller was Jane Street, exiting entirely with an estimated $3.13M sold.
- 21 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q1 2023, down from 31 in Q4 2022.
- Funds reported $7.54M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q1 2023, down 34% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q1 2023 and 12 closed out, a net change of -10 holders.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $743K added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q1 2023 was Jane Street, an estimated $3.13M sold.
Based on aggregated 13F filings for Q1 2023.