First Trust Water ETF
227 hedge funds and large institutions have $597M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 74 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
11% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 74
4% more capital invested
Capital invested by funds: $572M → $597M (+$25M)
0.11% more ownership
Funds ownership: 46.05% → 46.16% (+0.11%)
3% less funds holding
Funds holding: 234 → 227 (-7)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.72M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.71M |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$1.59M |
| 5 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.93M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$3.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.79M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$2.45M |
FIW Hedge Fund Activity: Q1 2023 in Review
227 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2023, worth a combined $597M — up 4.4% from $572M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FIW positions and 19 closed out — a net gain of 5 holders — while 82 added to existing stakes and 74 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.53M. The largest seller was Wells Fargo, cutting an estimated $4.67M.
- 227 institutional investors held First Trust Water ETF (FIW) as of Q1 2023, down from 234 in Q4 2022.
- Funds reported $597M of First Trust Water ETF stock for Q1 2023, up 4.4% quarter-over-quarter.
- 24 funds opened new First Trust Water ETF positions in Q1 2023 and 19 closed out, a net change of +5 holders.
- The largest First Trust Water ETF buyer in Q1 2023 was Morgan Stanley, an estimated $5.53M added.
- The largest First Trust Water ETF seller in Q1 2023 was Wells Fargo, an estimated $4.67M sold.
Based on aggregated 13F filings for Q1 2023.