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First Trust Water ETF

45 hedge funds and large institutions have $35.5M invested in First Trust Water ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

35% more capital invested

Capital invested by funds: $26.3M → $35.5M (+$9.24M)

15% more funds holding

Funds holding: 3945 (+6)

3.18% more ownership

Funds ownership: 24.81%27.98% (+3.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $999K

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
8
Closed
4
Calls
Puts
$999K
Net Calls
-$999K
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$173K +$168K +4,842 +5,905%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169K -$693 -20 -0.4%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$158K +$33.1K +955 +27%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$130K
WA
30
WFG Advisors
Texas
$94K +$13.9K +400 +18%
AP
31
Advisors Preferred
Maryland
$88K +$86.4K +2,496 New
IA
32
IFP Advisors
Florida
$80K +$75.8K +2,189 +2,189%
Citigroup
33
Citigroup
New York
$51K +$4.36K +126 +9%
ASN
34
Advisory Services Network
Georgia
$50K +$69 +2 +0.1%
WEC
35
Winslow Evans & Crocker
Massachusetts
$42.2K -$3.46K -100 -8%
MA
36
MUFG Americas
New York
$14K
BC
37
Bartlett & Co
Ohio
$11K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$9K +$9.21K +266 New
GWM
39
Geneos Wealth Management
Colorado
$8K
TIM
40
Tortoise Investment Management
New York
$7K
AG
41
Advisor Group
Arizona
$7K +$7.27K +210 New
Creative Planning
42
Creative Planning
Kansas
$6K
NFG
43
Next Financial Group
Texas
$3K
CCS
44
Crosspoint Capital Strategies
California
$2K
Jane Street
45
Jane Street
New York
-$522K -15,781 Closed
SEI Investments
46
SEI Investments
Pennsylvania
-$33K -1,000 Closed
AIG
47
American International Group
New York
-$7K -210 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$3K -100 Closed

FIW Hedge Fund Activity: Q2 2016 in Review

45 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2016, worth a combined $35.5M — up 35% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FIW positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.83M. The largest seller was Virtu KCG Holdings, cutting an estimated $593K.

  • 45 institutional investors held First Trust Water ETF (FIW) as of Q2 2016, up from 39 in Q1 2016.
  • Funds reported $35.5M of First Trust Water ETF stock for Q2 2016, up 35% quarter-over-quarter.
  • 10 funds opened new First Trust Water ETF positions in Q2 2016 and 4 closed out, a net change of +6 holders.
  • The largest First Trust Water ETF buyer in Q2 2016 was Citadel Advisors, an estimated $2.83M added.
  • The largest First Trust Water ETF seller in Q2 2016 was Virtu KCG Holdings, an estimated $593K sold.

Based on aggregated 13F filings for Q2 2016.