First Trust Water ETF
92 hedge funds and large institutions have $160M invested in First Trust Water ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
25% more capital invested
Capital invested by funds: $128M → $160M (+$31.9M)
6% more funds holding
Funds holding: 87 → 92 (+5)
4.57% more ownership
Funds ownership: 36.9% → 41.48% (+4.6%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$13.9M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$3.95M |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$1.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.24M |
| 5 |
LPL Financial
San Diego,
California
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$884K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$804K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$438K |
| 4 |
Morgan Stanley
New York
|
-$289K |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$283K |
FIW Hedge Fund Activity: Q2 2019 in Review
92 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2019, worth a combined $160M — up 25% from $128M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FIW positions and 3 closed out — a net gain of 9 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was MD Financial Management, opening a new position worth an estimated $13.9M. The largest seller was Susquehanna International Group, cutting an estimated $884K.
- 92 institutional investors held First Trust Water ETF (FIW) as of Q2 2019, up from 87 in Q1 2019.
- Funds reported $160M of First Trust Water ETF stock for Q2 2019, up 25% quarter-over-quarter.
- 12 funds opened new First Trust Water ETF positions in Q2 2019 and 3 closed out, a net change of +9 holders.
- The largest First Trust Water ETF buyer in Q2 2019 was MD Financial Management, an estimated $13.9M added.
- The largest First Trust Water ETF seller in Q2 2019 was Susquehanna International Group, an estimated $884K sold.
Based on aggregated 13F filings for Q2 2019.