First Trust Water ETF
237 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
131% more call options, than puts
Call options by funds: $531K | Put options by funds: $230K
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
58% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 60
11% more capital invested
Capital invested by funds: $597M → $664M (+$66.8M)
4% more funds holding
Funds holding: 227 → 237 (+10)
0.98% more ownership
Funds ownership: 46.16% → 47.14% (+0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.29M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.6M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$2.85M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$3.57M |
| 2 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
-$1.95M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.82M |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$1.6M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.23M |
FIW Hedge Fund Activity: Q2 2023 in Review
237 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2023, worth a combined $664M — up 11% from $597M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FIW positions and 18 closed out — a net gain of 12 holders — while 95 added to existing stakes and 60 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.29M. The largest seller was Riggs Asset Management, cutting an estimated $3.57M.
- 237 institutional investors held First Trust Water ETF (FIW) as of Q2 2023, up from 227 in Q1 2023.
- Funds reported $664M of First Trust Water ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 30 funds opened new First Trust Water ETF positions in Q2 2023 and 18 closed out, a net change of +12 holders.
- The largest First Trust Water ETF buyer in Q2 2023 was LPL Financial, an estimated $4.29M added.
- The largest First Trust Water ETF seller in Q2 2023 was Riggs Asset Management, an estimated $3.57M sold.
Based on aggregated 13F filings for Q2 2023.