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First Trust Dow 30 Equal Weight ETF

20 hedge funds and large institutions have $22M invested in First Trust Dow 30 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1820 (+2)

16% less capital invested

Capital invested by funds: $26.3M → $22M (-$4.28M)

20.87% less ownership

Funds ownership: 76.53%55.66% (-21%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$13.2M -$8.8M -390,286 -41%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.86M +$166K +7,367 +10%
LPL Financial
3
LPL Financial
California
$1.74M +$276K +12,259 +20%
Citadel Advisors
4
Citadel Advisors
Florida
$1.13M +$1.1M +48,619 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$852K +$825K +36,569 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$684K +$104K +4,608 +19%
Jane Street
7
Jane Street
New York
$672K -$689K -30,562 -51%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$548K +$317K +14,044 +148%
MIAN
9
Mariner Independent Advisor Network
Kansas
$348K +$338K +14,991 New
SPC
10
Sigma Planning Corp
Michigan
$280K +$271K +12,015 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$227K +$219K +9,726 New
Bank of America
12
Bank of America
North Carolina
$179K -$215K -9,514 -55%
SPIA
13
Steward Partners Investment Advisory
New York
$80K +$77.8K +3,450 New
PAG
14
Private Advisor Group
New Jersey
$72K +$69.7K +3,090 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$57K +$767 +34 +1%
APA
16
American Portfolios Advisors
New York
$45.8K +$31.3K +1,390 +240%
AF
17
Allworth Financial
California
$10K +$68 +3 +0.7%
BEI
18
Benjamin Edwards Inc
Missouri
$9K -$2.59K -115 -23%
1W
19
1776 Wealth
Georgia
$7K -$25.5K -1,131 -78%
CAN
20
Cetera Advisor Networks
California
$3K +$3.11K +138 New
RJA
21
Raymond James & Associates
Florida
-$1.41M -69,587 Closed
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
-$297K -14,700 Closed
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
-$122K -6,030 Closed
AIC
24
Ameritas Investment Company
Nebraska
-$12K -612 Closed
UBS Group
25
UBS Group
Switzerland
-$5K -271 Closed

EDOW Hedge Fund Activity: Q2 2020 in Review

20 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2020, worth a combined $22M — down 16% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDOW positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.1M. The largest seller was Truist Financial, cutting an estimated $8.8M.

  • 20 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2020, up from 18 in Q1 2020.
  • Funds reported $22M of First Trust Dow 30 Equal Weight ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 8 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2020 and 5 closed out, a net change of +3 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.1M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2020 was Truist Financial, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2020.