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First Trust NASDAQ Cybersecurity ETF

485 hedge funds and large institutions have $3.55B invested in First Trust NASDAQ Cybersecurity ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 158 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 42

45% more capital invested

Capital invested by funds: $2.45B → $3.55B (+$1.09B)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

12% more funds holding

Funds holding: 434485 (+51)

10.79% more ownership

Funds ownership: 49.22%60.02% (+11%)

0% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $16.7M

2% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 162

Holders
485
Holders Change
+51
Holders Change %
+11.75%
% of All Funds
7.07%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
97
Increased
158
Reduced
162
Closed
42
Calls
$16.7M
Puts
$16.7M
Net Calls
+$64K
Net Calls Change
-$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.07B +$501M +10,360,252 +110%
Bank of America
2
Bank of America
North Carolina
$369M -$6.56M -135,640 -2%
UBS Group
3
UBS Group
Switzerland
$259M +$109K +2,260 +0%
PP
4
Prudential plc
United Kingdom
$147M +$8.32M +172,069 +7%
Citigroup
5
Citigroup
New York
$147M -$507K -10,484 -0.4%
LPL Financial
6
LPL Financial
California
$145M +$5.14M +106,250 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$113M +$2.47M +51,079 +2%
Wells Fargo
8
Wells Fargo
California
$94.4M +$9.49M +196,272 +13%
JP Morgan Chase
9
JP Morgan Chase
New York
$51.4M +$19.3M +398,894 +72%
Osaic Holdings
10
Osaic Holdings
Arizona
$46.5M +$1.99M +41,203 +5%
Ameriprise
11
Ameriprise
Minnesota
$41.6M +$1.72M +35,524 +5%
RJA
12
Raymond James & Associates
Florida
$40.7M -$3.69M -76,335 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$37.8M +$845K +17,467 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37.3M -$3.62M -74,822 -10%
First Trust Advisors
15
First Trust Advisors
Illinois
$28.5M +$279K +5,778 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$26.5M +$976K +20,196 +4%
Stifel Financial
17
Stifel Financial
Missouri
$24.7M -$1.02M -21,102 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$21.6M -$950K -19,656 -5%
KAS
19
Kestra Advisory Services
Texas
$18.7M +$1.22M +25,298 +8%
BWM
20
Bulltick Wealth Management
Florida
$18.4M -$454K -9,390 -3%
PAG
21
Private Advisor Group
New Jersey
$17.1M +$141K +2,925 +0.9%
BHB
22
Bank Hapoalim BM
Israel
$15.9M -$357K -7,380 -2%
PA
23
Pinnacle Associates
New York
$14.2M -$25.8K -533 -0.2%
Bank Julius Baer & Co
24
Bank Julius Baer & Co
Switzerland
$14M +$1.12M +23,234 +10%
CI
25
CX Institutional
Indiana
$13.7M -$192K -3,978 -2%

CIBR Hedge Fund Activity: Q4 2023 in Review

485 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Cybersecurity ETF (CIBR) for Q4 2023, worth a combined $3.55B — up 45% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CIBR positions and 42 closed out — a net gain of 55 holders — while 158 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $501M. The largest seller was Bank of America, cutting an estimated $6.56M.

  • 485 institutional investors held First Trust NASDAQ Cybersecurity ETF (CIBR) as of Q4 2023, up from 434 in Q3 2023.
  • Funds reported $3.55B of First Trust NASDAQ Cybersecurity ETF stock for Q4 2023, up 45% quarter-over-quarter.
  • 97 funds opened new First Trust NASDAQ Cybersecurity ETF positions in Q4 2023 and 42 closed out, a net change of +55 holders.
  • The largest First Trust NASDAQ Cybersecurity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $501M added.
  • The largest First Trust NASDAQ Cybersecurity ETF seller in Q4 2023 was Bank of America, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2023.