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First Trust Water ETF

48 hedge funds and large institutions have $90.6M invested in First Trust Water ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4548 (+3)

0.66% more ownership

Funds ownership: 47.63%48.28% (+0.66%)

0% less capital invested

Capital invested by funds: $90.9M → $90.6M (-$258K)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $216K

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
18
Closed
3
Calls
Puts
$216K
Net Calls
-$216K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$268K -$93.9K -2,936 -26%
Goldman Sachs
27
Goldman Sachs
New York
$230K -$93.7K -2,930 -29%
CAN
28
Cetera Advisor Networks
California
$229K
MCM
29
Murphy Capital Management
New Jersey
$211K -$30.4K -950 -12%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$133K -$8.16K -255 -6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$117K +$108K +3,374 +900%
US Bancorp
32
US Bancorp
Minnesota
$103K +$54.4K +1,700 +106%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$102K +$105K +3,271 New
ASN
34
Advisory Services Network
Georgia
$44K +$96 +3 +0.2%
WEC
35
Winslow Evans & Crocker
Massachusetts
$40.7K
FANJ
36
Financial Architects (New Jersey)
New Jersey
$34K +$35.2K +1,100 New
WA
37
WFG Advisors
Texas
$31K +$3.23K +101 +11%
AP
38
Advisors Preferred
Maryland
$30K +$30.3K +948 New
MAA
39
Managed Account Advisors
New Jersey
$15K +$12.7K +398 +447%
MA
40
MUFG Americas
New York
$13K
BC
41
Bartlett & Co
Ohio
$9K +$9.6K +300 New
AIG
42
American International Group
New York
$6.58K -$1.6K -50 -19%
TIM
43
Tortoise Investment Management
New York
$6K
NFG
44
Next Financial Group
Texas
$3K -$4.8K -150 -60%
IWMPD
45
Integrated Wealth Management (Palm Desert)
California
$3K
MFS
46
MSI Financial Services
Massachusetts
$3K
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124 -$160K -4,986 -56%
Comerica Bank
48
Comerica Bank
Texas
-$290K -9,190 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$10K -316 Closed
Creative Planning
50
Creative Planning
Kansas
-$8K -267 Closed

FIW Hedge Fund Activity: Q2 2015 in Review

48 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2015, worth a combined $90.6M — down 0.28% from $90.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FIW positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $3.27M.

  • 48 institutional investors held First Trust Water ETF (FIW) as of Q2 2015, up from 45 in Q1 2015.
  • Funds reported $90.6M of First Trust Water ETF stock for Q2 2015, down 0.28% quarter-over-quarter.
  • 6 funds opened new First Trust Water ETF positions in Q2 2015 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Water ETF buyer in Q2 2015 was Bank of America, an estimated $1.76M added.
  • The largest First Trust Water ETF seller in Q2 2015 was Morgan Stanley, an estimated $3.27M sold.

Based on aggregated 13F filings for Q2 2015.