First Trust Water ETF
50 hedge funds and large institutions have $90.2M invested in First Trust Water ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
134% more capital invested
Capital invested by funds: $38.6M → $90.2M (+$51.6M)
19% more funds holding
Funds holding: 42 → 50 (+8)
15.39% more ownership
Funds ownership: 25.29% → 40.68% (+15%)
0% more call options, than puts
Call options by funds: $297K | Put options by funds: $297K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$25.6M |
| 2 |
Morgan Stanley
New York
|
+$6.29M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.28M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$960K |
| 3 |
Goldman Sachs
New York
|
-$43.2K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$39.6K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$27.4K |
FIW Hedge Fund Activity: Q4 2016 in Review
50 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q4 2016, worth a combined $90.2M — up 134% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FIW positions and 2 closed out — a net gain of 9 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $25.6M. The largest seller was LPL Financial, cutting an estimated $1.96M.
- 50 institutional investors held First Trust Water ETF (FIW) as of Q4 2016, up from 42 in Q3 2016.
- Funds reported $90.2M of First Trust Water ETF stock for Q4 2016, up 134% quarter-over-quarter.
- 11 funds opened new First Trust Water ETF positions in Q4 2016 and 2 closed out, a net change of +9 holders.
- The largest First Trust Water ETF buyer in Q4 2016 was United Capital Financial Advisors, an estimated $25.6M added.
- The largest First Trust Water ETF seller in Q4 2016 was LPL Financial, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2016.