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First Trust Dow 30 Equal Weight ETF

18 hedge funds and large institutions have $53.4M invested in First Trust Dow 30 Equal Weight ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more capital invested

Capital invested by funds: $10.3M → $53.4M (+$43.1M)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

38% more funds holding

Funds holding: 1318 (+5)

26.49% more ownership

Funds ownership: 72.79%99.28% (+26%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$39.5M +$38.7M +1,618,011 New
Bank of America
2
Bank of America
North Carolina
$6.41M -$999K -41,772 -14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.22M +$3.16M +131,934 New
PGA
4
Premia Global Advisors
Florida
$750K +$735K +30,723 New
IWM
5
IHT Wealth Management
Illinois
$564K +$552K +23,059 New
CCB
6
Cutter & Co Brokerage
Missouri
$510K +$499K +20,864 New
LPL Financial
7
LPL Financial
California
$504K +$31K +1,295 +7%
AWM
8
AE Wealth Management
Kansas
$321K +$314K +13,126 New
SS
9
Simplicity Solutions
Minnesota
$319K +$313K +13,069 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$275K -$223K -9,335 -45%
Jane Street
11
Jane Street
New York
$218K -$10.9K -454 -5%
CFGS
12
Concourse Financial Group Securities
Alabama
$174K +$171K +7,137 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$158K +$132K +5,533 +629%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$147K +$144K +6,030 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$105K +$29.5K +1,233 +40%
AG
16
Advisor Group
Arizona
$103K
CIAS
17
Capital Investment Advisory Services
North Carolina
$35K
APA
18
American Portfolios Advisors
New York
$20.7K -$3.64K -152 -15%
HH
19
Hilltop Holdings
Texas
-$1.25M -52,936 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$383K -16,199 Closed
UBS Group
21
UBS Group
Switzerland
-$81K -3,412 Closed
AIC
22
Ameritas Investment Company
Nebraska
-$7K -315 Closed

EDOW Hedge Fund Activity: Q2 2019 in Review

18 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2019, worth a combined $53.4M — up 417% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EDOW positions and 4 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $38.7M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $1.25M sold.

  • 18 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2019, up from 13 in Q1 2019.
  • Funds reported $53.4M of First Trust Dow 30 Equal Weight ETF stock for Q2 2019, up 417% quarter-over-quarter.
  • 9 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2019 and 4 closed out, a net change of +5 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2019 was BB&T Securities, an estimated $38.7M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2019 was Hilltop Holdings, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2019.