First Trust Water ETF
140 hedge funds and large institutions have $368M invested in First Trust Water ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
152% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 23
16% more capital invested
Capital invested by funds: $316M → $368M (+$51.1M)
13% more funds holding
Funds holding: 124 → 140 (+16)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.25% less ownership
Funds ownership: 45.91% → 45.67% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.54M |
| 2 |
GM
Granger Management
New York
|
+$6.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.59M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.64M |
| 5 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$4.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$7.91M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.62M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.31M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.69M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.58M |
FIW Hedge Fund Activity: Q1 2021 in Review
140 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2021, worth a combined $368M — up 16% from $316M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FIW positions and 7 closed out — a net gain of 17 holders — while 58 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.54M. The largest seller was Bank Hapoalim BM, cutting an estimated $7.91M.
- 140 institutional investors held First Trust Water ETF (FIW) as of Q1 2021, up from 124 in Q4 2020.
- Funds reported $368M of First Trust Water ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 24 funds opened new First Trust Water ETF positions in Q1 2021 and 7 closed out, a net change of +17 holders.
- The largest First Trust Water ETF buyer in Q1 2021 was Morgan Stanley, an estimated $6.54M added.
- The largest First Trust Water ETF seller in Q1 2021 was Bank Hapoalim BM, an estimated $7.91M sold.
Based on aggregated 13F filings for Q1 2021.