First Trust Water ETF
84 hedge funds and large institutions have $139M invested in First Trust Water ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $125M → $139M (+$14.8M)
11% more funds holding
Funds holding: 76 → 84 (+8)
0.48% more ownership
Funds ownership: 43.07% → 43.55% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
61% less call options, than puts
Call options by funds: $712K | Put options by funds: $1.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$2.84M |
| 2 |
Morgan Stanley
New York
|
+$2.71M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.64M |
| 4 |
Jane Street
New York
|
+$2.52M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$5.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$565K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$397K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$293K |
| 5 |
CWM
Confluence Wealth Management
Portland,
Oregon
|
-$275K |
FIW Hedge Fund Activity: Q3 2018 in Review
84 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q3 2018, worth a combined $139M — up 12% from $125M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIW positions and 8 closed out — a net gain of 9 holders — while 31 added to existing stakes and 11 trimmed.
The largest buyer was Segment Wealth Management, opening a new position worth an estimated $2.84M. The largest seller was Forefront Analytics, cutting an estimated $5.04M.
- 84 institutional investors held First Trust Water ETF (FIW) as of Q3 2018, up from 76 in Q2 2018.
- Funds reported $139M of First Trust Water ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 17 funds opened new First Trust Water ETF positions in Q3 2018 and 8 closed out, a net change of +9 holders.
- The largest First Trust Water ETF buyer in Q3 2018 was Segment Wealth Management, an estimated $2.84M added.
- The largest First Trust Water ETF seller in Q3 2018 was Forefront Analytics, an estimated $5.04M sold.
Based on aggregated 13F filings for Q3 2018.