First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
29 hedge funds and large institutions have $12M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
36.96% more ownership
Funds ownership: 29.54% → 66.49% (+37%)
16% more capital invested
Capital invested by funds: $10.4M → $12M (+$1.66M)
4% more funds holding
Funds holding: 28 → 29 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$10.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.8M |
| 3 |
Jane Street
New York
|
+$377K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$269K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$765K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$173K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$127K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$23.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $2.67K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $580 | +$57 | +1 | +11% |
|
|
DFA
28
DHJJ Financial Advisors
Naperville,
Illinois
| $116 | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $58 | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| – | -$23.4K | -400 | Closed |
|
31
Comerica Bank
Dallas,
Texas
| – | -$409 | -7 | Closed |
|
CARZ Hedge Fund Activity: Q3 2024 in Review
29 of the 6,965 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 Q3 2024, worth a combined $12M — up 16% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CARZ positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $765K.
- 29 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q3 2024, up from 28 in Q2 2024.
- Funds reported $12M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q3 2024 and 2 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 Q3 2024 was International Assets Investment Management, an estimated $10.9M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q3 2024 was Morgan Stanley, an estimated $765K sold.
Based on aggregated 13F filings for Q3 2024.