First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
21 hedge funds and large institutions have $8.55M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
5% less capital invested
Capital invested by funds: $9M → $8.55M (-$441K)
5% less funds holding
Funds holding: 22 → 21 (-1)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.19M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$239K |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$62.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$59.3K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$31.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$985K |
| 2 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$823K |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$443K |
| 4 |
Jane Street
New York
|
-$301K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$58K |
CARZ Hedge Fund Activity: Q1 2015 in Review
21 of the 3,754 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 2015, worth a combined $8.55M — down 4.9% from $9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CARZ and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $1.19M. The largest seller was Susquehanna International Group, cutting an estimated $985K.
- 21 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q1 2015, down from 22 in Q4 2014.
- Funds reported $8.55M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q1 2015, down 4.9% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q1 2015 and 3 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 Q1 2015 was Morgan Stanley, an estimated $1.19M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q1 2015 was Susquehanna International Group, an estimated $985K sold.
Based on aggregated 13F filings for Q1 2015.