First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
21 hedge funds and large institutions have $10.2M invested in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.
36% more capital invested
Capital invested by funds: $7.54M → $10.2M (+$2.7M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
9.75% more ownership
Funds ownership: 16.45% → 26.19% (+9.7%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$2.05M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$684K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$255K |
| 4 |
Morgan Stanley
New York
|
+$231K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$728K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$651K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$348K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$161K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$136K |
CARZ Hedge Fund Activity: Q2 2023 in Review
21 of the 6,370 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 2023, worth a combined $10.2M — up 36% from $7.54M a quarter earlier.
Fund positioning in CARZ was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $2.05M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $728K sold.
- 21 institutional investors held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $10.2M of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF stock for Q2 2023, up 36% quarter-over-quarter.
- 6 funds opened new First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF positions in Q2 2023 and 6 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF buyer in Q2 2023 was Horizon Wealth Management, an estimated $2.05M added.
- The largest First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $728K sold.
Based on aggregated 13F filings for Q2 2023.