First Trust Water ETF
124 hedge funds and large institutions have $316M invested in First Trust Water ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 7 closing their positions.
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 25
44% more capital invested
Capital invested by funds: $220M → $316M (+$96.1M)
13% more funds holding
Funds holding: 110 → 124 (+14)
2.24% more ownership
Funds ownership: 43.67% → 45.91% (+2.2%)
54% less call options, than puts
Call options by funds: $216K | Put options by funds: $469K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.88M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.71M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.76M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 3 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$926K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$799K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$382K |
FIW Hedge Fund Activity: Q4 2020 in Review
124 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q4 2020, worth a combined $316M — up 44% from $220M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FIW positions and 7 closed out — a net gain of 19 holders — while 49 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5M. The largest seller was US Bancorp, cutting an estimated $3.76M.
- 124 institutional investors held First Trust Water ETF (FIW) as of Q4 2020, up from 110 in Q3 2020.
- Funds reported $316M of First Trust Water ETF stock for Q4 2020, up 44% quarter-over-quarter.
- 26 funds opened new First Trust Water ETF positions in Q4 2020 and 7 closed out, a net change of +19 holders.
- The largest First Trust Water ETF buyer in Q4 2020 was Wells Fargo, an estimated $5M added.
- The largest First Trust Water ETF seller in Q4 2020 was US Bancorp, an estimated $3.76M sold.
Based on aggregated 13F filings for Q4 2020.