First Trust Water ETF
226 hedge funds and large institutions have $632M invested in First Trust Water ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 41 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 52
1.26% less ownership
Funds ownership: 47.48% → 46.22% (-1.3%)
5% less funds holding
Funds holding: 237 → 226 (-11)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
16% less capital invested
Capital invested by funds: $755M → $632M (-$123M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$18.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.97M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.35M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.67M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
Granger Management
New York
|
-$13.3M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$11.6M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$11.2M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.63M |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$6.45M |
FIW Hedge Fund Activity: Q1 2022 in Review
226 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2022, worth a combined $632M — down 16% from $755M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of FIW and 35 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 93 added.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $18.5M. The largest seller was Granger Management, cutting an estimated $13.3M.
- 226 institutional investors held First Trust Water ETF (FIW) as of Q1 2022, down from 237 in Q4 2021.
- Funds reported $632M of First Trust Water ETF stock for Q1 2022, down 16% quarter-over-quarter.
- 35 funds opened new First Trust Water ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
- The largest First Trust Water ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $18.5M added.
- The largest First Trust Water ETF seller in Q1 2022 was Granger Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2022.