First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
20 hedge funds and large institutions have $33.1M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.
53% more capital invested
Capital invested by funds: $21.7M → $33.1M (+$11.4M)
9% less funds holding
Funds holding: 22 → 20 (-2)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$6.64M |
| 2 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$5.78M |
| 3 |
Lazard Asset Management
New York
|
+$1.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$757K |
| 5 |
Morgan Stanley
New York
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.26M |
| 2 |
Jane Street
New York
|
-$1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$805K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$590K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$519K |
CARZ Hedge Fund Activity: Q1 2014 in Review
20 of the 3,475 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 2014, worth a combined $33.1M — up 53% from $21.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CARZ and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 7 added.
The largest buyer was New York Life Investment Management, adding an estimated $6.64M. The largest seller was Royal Bank of Canada, cutting an estimated $1.26M.
- 20 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q1 2014, down from 22 in Q4 2013.
- Funds reported $33.1M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q1 2014, up 53% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q1 2014 and 4 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 Q1 2014 was New York Life Investment Management, an estimated $6.64M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2014.