We are live on ! Find out more
CIBR icon

First Trust NASDAQ Cybersecurity ETF

148 hedge funds and large institutions have $516M invested in First Trust NASDAQ Cybersecurity ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

22% more capital invested

Capital invested by funds: $421M → $516M (+$94.2M)

20% more funds holding

Funds holding: 123148 (+25)

0.48% more ownership

Funds ownership: 43.06%43.54% (+0.48%)

Holders
148
Holders Change
+25
Holders Change %
+20.33%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
62
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$146M +$18.7M +641,161 +15%
Bank of America
2
Bank of America
North Carolina
$76.7M +$4.19M +143,666 +6%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$30M -$13.9M -477,000 -32%
UBS Group
4
UBS Group
Switzerland
$24.1M +$1.36M +46,565 +6%
LPL Financial
5
LPL Financial
California
$18.1M +$1.77M +60,520 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.3M +$2.38M +81,437 +18%
Wells Fargo
7
Wells Fargo
California
$15.9M +$3.16M +108,114 +26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$10.1M +$2.11M +72,248 +27%
RJA
9
Raymond James & Associates
Florida
$9.08M -$336K -11,525 -4%
Ameriprise
10
Ameriprise
Minnesota
$8.82M +$1.99M +68,030 +30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.38M +$718K +24,577 +10%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.09M +$648K +22,202 +9%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$7.74M +$7.52M +257,699 New
DADC
14
D.A. Davidson & Co
Montana
$7.26M +$589K +20,171 +9%
SIG
15
Sargent Investment Group
Maryland
$7.09M +$1.45M +49,557 +27%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$5.83M +$35.1K +1,201 +0.6%
Stifel Financial
17
Stifel Financial
Missouri
$5.2M +$1.54M +52,734 +44%
AWM
18
AE Wealth Management
Kansas
$4.42M -$14K -479 -0.3%
SS
19
Simplicity Solutions
Minnesota
$4.37M +$32.9K +1,126 +0.8%
AG
20
Advisor Group
Arizona
$3.93M +$1.03M +35,245 +37%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.87M +$1.55M +52,976 +70%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.69M +$90.5K +3,101 +3%
BHB
23
Bank Hapoalim BM
Israel
$3.44M +$2.76M +94,599 +470%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.1M +$2.53M +86,703 +529%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$3.01M +$2.66M +91,073 +989%

CIBR Hedge Fund Activity: Q4 2019 in Review

148 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Cybersecurity ETF (CIBR) for Q4 2019, worth a combined $516M — up 22% from $421M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CIBR positions and 11 closed out — a net gain of 26 holders — while 62 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $13.9M.

  • 148 institutional investors held First Trust NASDAQ Cybersecurity ETF (CIBR) as of Q4 2019, up from 123 in Q3 2019.
  • Funds reported $516M of First Trust NASDAQ Cybersecurity ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 37 funds opened new First Trust NASDAQ Cybersecurity ETF positions in Q4 2019 and 11 closed out, a net change of +26 holders.
  • The largest First Trust NASDAQ Cybersecurity ETF buyer in Q4 2019 was Morgan Stanley, an estimated $18.7M added.
  • The largest First Trust NASDAQ Cybersecurity ETF seller in Q4 2019 was Varma Mutual Pension Insurance Co, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2019.