We are live on ! Find out more
FIW icon

First Trust Water ETF
FIW

29 hedge funds and large institutions have $79.5M invested in First Trust Water ETF in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.79% more ownership

Funds ownership: 0% → 63.79% (+64%)

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$244K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.9M +$20.2M +717,876 New
Morgan Stanley
2
Morgan Stanley
New York
$19.9M +$20.2M +717,694 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.27M +$9.41M +334,537 New
Wells Fargo
4
Wells Fargo
California
$6.29M +$6.39M +227,102 New
U
5
UBS
Switzerland
$5.14M +$5.22M +185,649 New
Bank of America
6
Bank of America
North Carolina
$4.75M +$4.82M +171,425 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.96M +$3M +106,717 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.84M +$2.88M +102,435 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.24M +$1.26M +44,783 New
JP Morgan Chase
10
JP Morgan Chase
New York
$1.22M +$1.24M +44,142 New
CS
11
Credit Suisse
Switzerland
$1.14M +$1.15M +41,051 New
LPL Financial
12
LPL Financial
California
$975K +$990K +35,200 New
KCG
13
Knight Capital Group
$856K +$869K +30,909 New
RJA
14
Raymond James & Associates
Florida
$635K +$645K +22,939 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$596K +$605K +21,514 New
OC
16
Oppenheimer & Co
New York
$474K +$481K +17,108 New
SNC
17
Stifel Nicolaus & Co
Missouri
$378K +$384K +13,644 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$321K +$326K +11,599 New
Ameriprise
19
Ameriprise
Minnesota
$182K +$185K +6,566 New
BRWA
20
B. Riley Wealth Advisors
Florida
$155K +$157K +5,600 New
Citigroup
21
Citigroup
New York
$141K +$144K +5,110 New
Deutsche Bank
22
Deutsche Bank
Germany
$91K +$93.9K +3,339 New
FANJ
23
Financial Architects (New Jersey)
New Jersey
$44K +$45K +1,600 New
FHC
24
First Heartland Consultants
Missouri
$26K +$25.9K +922 New
WA
25
WFG Advisors
Texas
$14K +$14.1K +500 New
1
2

FIW Hedge Fund Activity: Q2 2013 in Review

29 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2013, worth a combined $79.5M.

Buyers outnumbered sellers: 29 funds opened new FIW positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held First Trust Water ETF (FIW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $79.5M of First Trust Water ETF stock for Q2 2013.
  • 29 funds opened new First Trust Water ETF positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.