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First Trust SkyBridge Crypto Industry and Digital Economy ETF

39 hedge funds and large institutions have $10.8M invested in First Trust SkyBridge Crypto Industry and Digital Economy ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more capital invested

Capital invested by funds: $4.96M → $10.8M (+$5.84M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

8% more funds holding

Funds holding: 3639 (+3)

2.15% more ownership

Funds ownership: 29.17%31.32% (+2.1%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
8
Reduced
10
Closed
8
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$2.2M +$707K +106,342 +88%
CFIM
2
Client First Investment Management
Wisconsin
$1.66M +$1.14M +171,394 New
HighTower Advisors
3
HighTower Advisors
Illinois
$819K -$557K -83,822 -50%
LPL Financial
4
LPL Financial
California
$667K -$148K -22,194 -24%
Jane Street
5
Jane Street
New York
$588K -$18.4K -2,765 -4%
GAA
6
Global Assets Advisory
Florida
$506K
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$485K +$13.6K +2,046 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$464K -$1.56K -235 -0.5%
Osaic Holdings
9
Osaic Holdings
Arizona
$412K +$142K +21,380 +101%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$375K +$56K +8,421 +28%
SOS
11
Silver Oak Securities
Tennessee
$324K +$223K +33,468 New
AO
12
Advisor OS
Illinois
$279K -$4.09K -615 -2%
MA
13
MJP Associates
Connecticut
$279K -$4.09K -615 -2%
LA
14
LexAurum Advisors
Kansas
$251K -$14.6K -2,200 -8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$227K +$156K +23,525 New
WS
16
Wedbush Securities
California
$180K +$4.54K +682 +4%
CWM
17
Centric Wealth Management
Illinois
$139K +$13K +1,962 +11%
ATPW
18
Ashton Thomas Private Wealth
Arizona
$117K +$5.51K +828 +7%
CAN
19
Cetera Advisor Networks
California
$115K -$1.02K -154 -1%
NA
20
NewEdge Advisors
Louisiana
$110K +$109K +16,316 New
GVAG
21
Great Valley Advisor Group
Delaware
$108K -$2.66K -400 -3%
BCI
22
Brinker Capital Investments
Pennsylvania
$104K +$73K +10,978 New
OPS
23
Orion Portfolio Solutions
Nebraska
$104K +$73K +10,978 New
Citadel Advisors
24
Citadel Advisors
Florida
$88.8K +$61K +9,178 New
HI
25
Harbour Investments
Wisconsin
$63.6K

CRPT Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) for Q4 2023, worth a combined $10.8M — up 118% from $4.96M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRPT positions and 8 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Gradient Investments, adding an estimated $707K. The largest seller was HighTower Advisors, cutting an estimated $557K.

  • 39 institutional investors held First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $10.8M of First Trust SkyBridge Crypto Industry and Digital Economy ETF stock for Q4 2023, up 118% quarter-over-quarter.
  • 11 funds opened new First Trust SkyBridge Crypto Industry and Digital Economy ETF positions in Q4 2023 and 8 closed out, a net change of +3 holders.
  • The largest First Trust SkyBridge Crypto Industry and Digital Economy ETF buyer in Q4 2023 was Gradient Investments, an estimated $707K added.
  • The largest First Trust SkyBridge Crypto Industry and Digital Economy ETF seller in Q4 2023 was HighTower Advisors, an estimated $557K sold.

Based on aggregated 13F filings for Q4 2023.