First Trust Water ETF
296 hedge funds and large institutions have $882M invested in First Trust Water ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
48% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 82
5% more funds holding
Funds holding: 281 → 296 (+15)
0.93% more ownership
Funds ownership: 48.68% → 49.6% (+0.93%)
4% less capital invested
Capital invested by funds: $915M → $882M (-$33.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
59% less call options, than puts
Call options by funds: $459K | Put options by funds: $1.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.84M |
| 2 |
Morgan Stanley
New York
|
+$5.13M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.36M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.57M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$6.21M |
| 2 |
FCC
Florin Court Capital
London,
United Kingdom
|
-$4.33M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.31M |
| 4 |
Jane Street
New York
|
-$1.85M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.56M |
FIW Hedge Fund Activity: Q4 2024 in Review
296 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q4 2024, worth a combined $882M — down 3.7% from $915M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FIW positions and 20 closed out — a net gain of 20 holders — while 121 added to existing stakes and 82 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.84M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.21M.
- 296 institutional investors held First Trust Water ETF (FIW) as of Q4 2024, up from 281 in Q3 2024.
- Funds reported $882M of First Trust Water ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
- 40 funds opened new First Trust Water ETF positions in Q4 2024 and 20 closed out, a net change of +20 holders.
- The largest First Trust Water ETF buyer in Q4 2024 was LPL Financial, an estimated $8.84M added.
- The largest First Trust Water ETF seller in Q4 2024 was D.A. Davidson & Co, an estimated $6.21M sold.
Based on aggregated 13F filings for Q4 2024.