First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
28 hedge funds and large institutions have $10.4M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 26 → 28 (+2)
0.43% more ownership
Funds ownership: 29.11% → 29.54% (+0.43%)
7% less capital invested
Capital invested by funds: $11.1M → $10.4M (-$788K)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$570K |
| 2 |
LPL Financial
San Diego,
California
|
+$422K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$316K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$297K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.14M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$157K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$127K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$62.6K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $409 | +$406 | +7 | New |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $117 | – | – | – |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $58 | – | – | – |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$62.6K | -1,064 | Closed |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$12K | -207 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$2.94K | -50 | Closed |
|
CARZ Hedge Fund Activity: Q2 2024 in Review
28 of the 6,925 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 Q2 2024, worth a combined $10.4M — down 7.1% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CARZ positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $570K. The largest seller was Jane Street, cutting an estimated $2.14M.
- 28 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q2 2024, up from 26 in Q1 2024.
- Funds reported $10.4M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q2 2024, down 7.1% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF buyer in Q2 2024 was Morgan Stanley, an estimated $570K added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q2 2024 was Jane Street, an estimated $2.14M sold.
Based on aggregated 13F filings for Q2 2024.