First Trust Water ETF
237 hedge funds and large institutions have $755M invested in First Trust Water ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 16 closing their positions.
369% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 16
151% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 35
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more funds holding
Funds holding: 182 → 237 (+55)
24% more capital invested
Capital invested by funds: $608M → $755M (+$147M)
1.25% less ownership
Funds ownership: 48.73% → 47.48% (-1.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $18K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.63M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.53M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.8M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$15.6M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$6.88M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.64M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.47M |
| 5 |
Jane Street
New York
|
-$2.3M |
FIW Hedge Fund Activity: Q4 2021 in Review
237 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q4 2021, worth a combined $755M — up 24% from $608M a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FIW positions and 16 closed out — a net gain of 59 holders — while 88 added to existing stakes and 35 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.2M. The largest seller was Bank Hapoalim BM, cutting an estimated $15.6M.
- 237 institutional investors held First Trust Water ETF (FIW) as of Q4 2021, up from 182 in Q3 2021.
- Funds reported $755M of First Trust Water ETF stock for Q4 2021, up 24% quarter-over-quarter.
- 75 funds opened new First Trust Water ETF positions in Q4 2021 and 16 closed out, a net change of +59 holders.
- The largest First Trust Water ETF buyer in Q4 2021 was LPL Financial, an estimated $12.2M added.
- The largest First Trust Water ETF seller in Q4 2021 was Bank Hapoalim BM, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2021.