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EMOT

First Trust S&P 500 Economic Moat ETF
EMOT

2 hedge funds and large institutions have $340K invested in First Trust S&P 500 Economic Moat ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 1 → 2 (+1)

4.27% less ownership

Funds ownership: 15.05% → 10.78% (-4.3%)

29% less capital invested

Capital invested by funds: $479K → $340K (-$139K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$74.6K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
1
Tower Research Capital (TRC)
New York
$266K -$211K -9,917 -44%
UBS Group
2
UBS Group
Switzerland
$73.7K +$74.6K +3,507 New

EMOT Hedge Fund Activity: Q4 2024 in Review

2 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P 500 Economic Moat ETF (EMOT) for Q4 2024, worth a combined $340K — down 29% from $479K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EMOT positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $74.6K. The largest seller was Tower Research Capital (TRC), cutting an estimated $211K.

  • 2 institutional investors held First Trust S&P 500 Economic Moat ETF (EMOT) as of Q4 2024, up from 1 in Q3 2024.
  • Funds reported $340K of First Trust S&P 500 Economic Moat ETF stock for Q4 2024, down 29% quarter-over-quarter.
  • 1 fund opened new First Trust S&P 500 Economic Moat ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
  • The largest First Trust S&P 500 Economic Moat ETF buyer in Q4 2024 was UBS Group, an estimated $74.6K added.
  • The largest First Trust S&P 500 Economic Moat ETF seller in Q4 2024 was Tower Research Capital (TRC), an estimated $211K sold.

Based on aggregated 13F filings for Q4 2024.