First Trust Water ETF
109 hedge funds and large institutions have $240M invested in First Trust Water ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 4 closing their positions.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
221% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more funds holding
Funds holding: 94 → 109 (+15)
14% more capital invested
Capital invested by funds: $210M → $240M (+$29.6M)
0.02% less ownership
Funds ownership: 44.97% → 44.95% (-0.02%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $240K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beck Capital Management
Austin,
Texas
|
+$3.45M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.92M |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$2.3M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$6.08M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$750K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$653K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$370K |
FIW Hedge Fund Activity: Q4 2019 in Review
109 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q4 2019, worth a combined $240M — up 14% from $210M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FIW positions and 4 closed out — a net gain of 18 holders — while 45 added to existing stakes and 14 trimmed.
The largest buyer was Beck Capital Management, opening a new position worth an estimated $3.45M. The largest seller was MD Financial Management, cutting an estimated $6.08M.
- 109 institutional investors held First Trust Water ETF (FIW) as of Q4 2019, up from 94 in Q3 2019.
- Funds reported $240M of First Trust Water ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 22 funds opened new First Trust Water ETF positions in Q4 2019 and 4 closed out, a net change of +18 holders.
- The largest First Trust Water ETF buyer in Q4 2019 was Beck Capital Management, an estimated $3.45M added.
- The largest First Trust Water ETF seller in Q4 2019 was MD Financial Management, an estimated $6.08M sold.
Based on aggregated 13F filings for Q4 2019.