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First Trust Water ETF

71 hedge funds and large institutions have $107M invested in First Trust Water ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

8% more funds holding

Funds holding: 6671 (+5)

5% more capital invested

Capital invested by funds: $102M → $107M (+$5.45M)

0.43% more ownership

Funds ownership: 34.47%34.9% (+0.43%)

72% less call options, than puts

Call options by funds: $454K | Put options by funds: $1.63M

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
25
Reduced
15
Closed
5
Calls
$454K
Puts
$1.63M
Net Calls
-$1.18M
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.3M -$1.01M -20,958 -4%
UBS Group
2
UBS Group
Switzerland
$17.2M -$6.12K -127 -0%
Wells Fargo
3
Wells Fargo
California
$14.9M +$113K +2,342 +0.8%
FA
4
Forefront Analytics
Pennsylvania
$10.5M +$10.6M +219,592 New
Bank of America
5
Bank of America
North Carolina
$7.7M +$10.7K +222 +0.1%
US Bancorp
6
US Bancorp
Minnesota
$5.72M +$150K +3,120 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.71M +$291K +6,033 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.21M +$502K +10,408 +29%
Stifel Financial
9
Stifel Financial
Missouri
$2.06M +$82.6K +1,714 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.06M -$771 -16 -0%
RJA
11
Raymond James & Associates
Florida
$2.03M +$216K +4,491 +12%
LPL Financial
12
LPL Financial
California
$1.93M +$399K +8,289 +26%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.36M +$2.41K +50 +0.2%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.29M +$414K +8,598 +47%
OC
15
Oppenheimer & Co
New York
$1.28M -$63.4K -1,316 -5%
IFA
16
Interactive Financial Advisors
Illinois
$1.21M -$25.4K -528 -2%
DADC
17
D.A. Davidson & Co
Montana
$1.2M +$59.2K +1,228 +5%
AWA
18
Acorn Wealth Advisors
Michigan
$784K +$18.5K +384 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$783K
Ameriprise
20
Ameriprise
Minnesota
$770K +$7.32K +152 +1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$588K +$3.76K +78 +0.6%
CA
22
Cetera Advisors
Colorado
$532K +$321K +6,663 +149%
AI
23
Atria Investments
North Carolina
$531K +$536K +11,129 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$508K -$80.5K -1,671 -14%
TAM
25
Tocqueville Asset Management
New York
$482K

FIW Hedge Fund Activity: Q1 2018 in Review

71 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2018, worth a combined $107M — up 5.3% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FIW positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $10.6M. The largest seller was Jane Street, exiting entirely with an estimated $1.95M sold.

  • 71 institutional investors held First Trust Water ETF (FIW) as of Q1 2018, up from 66 in Q4 2017.
  • Funds reported $107M of First Trust Water ETF stock for Q1 2018, up 5.3% quarter-over-quarter.
  • 10 funds opened new First Trust Water ETF positions in Q1 2018 and 5 closed out, a net change of +5 holders.
  • The largest First Trust Water ETF buyer in Q1 2018 was Forefront Analytics, an estimated $10.6M added.
  • The largest First Trust Water ETF seller in Q1 2018 was Jane Street, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2018.