First Trust Water ETF
281 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 22 closing their positions.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
28% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 87
14% more capital invested
Capital invested by funds: $800M → $915M (+$116M)
4% more funds holding
Funds holding: 271 → 281 (+10)
0.62% more ownership
Funds ownership: 48.06% → 48.68% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
62% less call options, than puts
Call options by funds: $546K | Put options by funds: $1.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$6.43M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.7M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$4.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.64M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.59M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.54M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.51M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCG
301
Financial Connections Group
Corte Madera,
California
| – | -$5K | -51 | Closed |
|
|
BTI
302
Blue Trust Inc
Alpharetta,
Georgia
| – | -$4.39K | -43 | Closed |
|
303
Simplex Trading
Chicago,
Illinois
| – | -$3.87K | -37 | Closed |
|
|
LWANC
304
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$2.5K | -25 | Closed |
|
FIW Hedge Fund Activity: Q3 2024 in Review
281 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q3 2024, worth a combined $915M — up 14% from $800M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FIW positions and 22 closed out — a net gain of 12 holders — while 111 added to existing stakes and 87 trimmed.
The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $1.64M.
- 281 institutional investors held First Trust Water ETF (FIW) as of Q3 2024, up from 271 in Q2 2024.
- Funds reported $915M of First Trust Water ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 34 funds opened new First Trust Water ETF positions in Q3 2024 and 22 closed out, a net change of +12 holders.
- The largest First Trust Water ETF buyer in Q3 2024 was UBS Group, an estimated $11.2M added.
- The largest First Trust Water ETF seller in Q3 2024 was Wells Fargo, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2024.