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First Trust NASDAQ Cybersecurity ETF

516 hedge funds and large institutions have $3.36B invested in First Trust NASDAQ Cybersecurity ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 230 increasing their positions, 135 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

83% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $12.9M

70% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 135

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 485516 (+31)

5% less capital invested

Capital invested by funds: $3.55B → $3.36B (-$187M)

9.17% less ownership

Funds ownership: 60.02%50.85% (-9.2%)

Holders
516
Holders Change
+31
Holders Change %
+6.39%
% of All Funds
7.43%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
79
Increased
230
Reduced
135
Closed
43
Calls
$23.6M
Puts
$12.9M
Net Calls
+$10.7M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$619M -$497M -8,836,680 -45%
Bank of America
2
Bank of America
North Carolina
$418M +$31M +552,215 +8%
UBS Group
3
UBS Group
Switzerland
$273M +$2.02M +35,918 +0.7%
LPL Financial
4
LPL Financial
California
$177M +$24.6M +437,254 +16%
PP
5
Prudential plc
United Kingdom
$153M -$659K -11,722 -0.4%
Wells Fargo
6
Wells Fargo
California
$131M +$32.3M +574,680 +33%
TAF
7
Tredje AP-fonden
Sweden
$115M +$115M +2,042,506 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$96.4M -$21.7M -386,606 -18%
JP Morgan Chase
9
JP Morgan Chase
New York
$62.3M +$8.36M +148,721 +16%
Ameriprise
10
Ameriprise
Minnesota
$52.6M +$8.88M +157,921 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$48.6M +$8.89M +158,263 +23%
RJA
12
Raymond James & Associates
Florida
$41.5M -$1.12M -19,950 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$37.1M -$1.98M -35,320 -5%
First Trust Advisors
14
First Trust Advisors
Illinois
$33.8M +$3.88M +69,080 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$32M +$4.22M +75,041 +15%
KAS
16
Kestra Advisory Services
Texas
$31.8M +$12.2M +217,159 +62%
Citigroup
17
Citigroup
New York
$30M -$123M -2,191,153 -80%
Osaic Holdings
18
Osaic Holdings
Arizona
$29.7M -$19M -337,344 -39%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$24.9M +$2.24M +39,939 +10%
Stifel Financial
20
Stifel Financial
Missouri
$23.1M -$2.85M -50,635 -11%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$22.1M +$16.8M +299,667 +328%
BWM
22
Bulltick Wealth Management
Florida
$19M -$251K -4,467 -1%
PAG
23
Private Advisor Group
New Jersey
$17.1M -$777K -13,829 -4%
PA
24
Pinnacle Associates
New York
$15.2M +$294K +5,224 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$15M +$3.69M +65,697 +33%

CIBR Hedge Fund Activity: Q1 2024 in Review

516 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Cybersecurity ETF (CIBR) for Q1 2024, worth a combined $3.36B — down 5.3% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new CIBR positions and 43 closed out — a net gain of 36 holders — while 230 added to existing stakes and 135 trimmed.

The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $497M.

  • 516 institutional investors held First Trust NASDAQ Cybersecurity ETF (CIBR) as of Q1 2024, up from 485 in Q4 2023.
  • Funds reported $3.36B of First Trust NASDAQ Cybersecurity ETF stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Cybersecurity ETF positions in Q1 2024 and 43 closed out, a net change of +36 holders.
  • The largest First Trust NASDAQ Cybersecurity ETF buyer in Q1 2024 was Tredje AP-fonden, an estimated $115M added.
  • The largest First Trust NASDAQ Cybersecurity ETF seller in Q1 2024 was Morgan Stanley, an estimated $497M sold.

Based on aggregated 13F filings for Q1 2024.