First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
27 hedge funds and large institutions have $11.9M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
4% less funds holding
Funds holding: 28 → 27 (-1)
8.4% less ownership
Funds ownership: 36.33% → 27.93% (-8.4%)
16% less capital invested
Capital invested by funds: $14.2M → $11.9M (-$2.33M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$568K |
| 4 |
Morgan Stanley
New York
|
+$405K |
| 5 |
LPL Financial
San Diego,
California
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.96M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$826K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$479K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$415K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
26
DHJJ Financial Advisors
Naperville,
Illinois
| $114 | – | – | – |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $57 | – | – | – |
|
|
28
Jane Street
New York
| – | -$4.96M | -96,800 | Closed |
|
|
IAIM
29
International Assets Investment Management
Orlando,
Florida
| – | -$415K | -21,977 | Closed |
|
|
FTUS
30
Flow Traders U.S.
New York
| – | -$479K | -9,346 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$359 | -7 | Closed |
|
CARZ Hedge Fund Activity: Q4 2023 in Review
27 of the 6,860 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 Q4 2023, worth a combined $11.9M — down 16% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CARZ and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.23M. The largest seller was Jane Street, exiting entirely with an estimated $4.96M sold.
- 27 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q4 2023, down from 28 in Q3 2023.
- Funds reported $11.9M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q4 2023, down 16% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q4 2023 and 4 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.23M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q4 2023 was Jane Street, an estimated $4.96M sold.
Based on aggregated 13F filings for Q4 2023.