First Trust Water ETF
234 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 21 closing their positions.
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
9% more capital invested
Capital invested by funds: $525M → $572M (+$47.5M)
4% more funds holding
Funds holding: 225 → 234 (+9)
0.06% more ownership
Funds ownership: 45.99% → 46.05% (+0.06%)
0% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 75
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
+$4.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.77M |
| 3 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
+$2.33M |
| 4 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
+$1.91M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$4.58M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$3.8M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.65M |
| 4 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$2.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.12M |
FIW Hedge Fund Activity: Q4 2022 in Review
234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q4 2022, worth a combined $572M — up 9.1% from $525M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FIW positions and 21 closed out — a net gain of 13 holders — while 75 added to existing stakes and 75 trimmed.
The largest buyer was Money Design, adding an estimated $4.91M. The largest seller was One Charles Private Wealth Services, exiting entirely with an estimated $4.58M sold.
- 234 institutional investors held First Trust Water ETF (FIW) as of Q4 2022, up from 225 in Q3 2022.
- Funds reported $572M of First Trust Water ETF stock for Q4 2022, up 9.1% quarter-over-quarter.
- 34 funds opened new First Trust Water ETF positions in Q4 2022 and 21 closed out, a net change of +13 holders.
- The largest First Trust Water ETF buyer in Q4 2022 was Money Design, an estimated $4.91M added.
- The largest First Trust Water ETF seller in Q4 2022 was One Charles Private Wealth Services, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2022.