First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
22 hedge funds and large institutions have $21.7M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
16% more funds holding
Funds holding: 19 → 22 (+3)
11% more capital invested
Capital invested by funds: $19.6M → $21.7M (+$2.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$2.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 3 |
Jane Street
New York
|
+$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.19M |
| 5 |
Morgan Stanley
New York
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.22M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$963K |
| 3 |
LPL Financial
San Diego,
California
|
-$962K |
| 4 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$918K |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
-$408K |
CARZ Hedge Fund Activity: Q4 2013 in Review
22 of the 3,447 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 2013, worth a combined $21.7M — up 11% from $19.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CARZ positions and 6 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $2.3M. The largest seller was Bank of America, cutting an estimated $4.22M.
- 22 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q4 2013, up from 19 in Q3 2013.
- Funds reported $21.7M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 9 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q4 2013 and 6 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF buyer in Q4 2013 was New York Life Investment Management, an estimated $2.3M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q4 2013 was Bank of America, an estimated $4.22M sold.
Based on aggregated 13F filings for Q4 2013.