First Trust Water ETF
FIW
239 hedge funds and large institutions have $629M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 65 reducing their positions, and 16 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 65
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1% more funds holding
Funds holding: 237 → 239 (+2)
0.05% more ownership
Funds ownership: 47.14% → 47.19% (+0.05%)
5% less capital invested
Capital invested by funds: $664M → $629M (-$35.2M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$7.67M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.56M |
| 4 |
Goldman Sachs
New York
|
+$3.02M |
| 5 |
SIM
Seaview Investment Managers
Miami,
Florida
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.37M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$4.3M |
| 3 |
Morgan Stanley
New York
|
-$4.03M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.29M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.91M |
FIW Hedge Fund Activity: Q3 2023 in Review
239 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q3 2023, worth a combined $629M — down 5.3% from $664M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FIW positions and 16 closed out — a net gain of 2 holders — while 107 added to existing stakes and 65 trimmed.
The largest buyer was MinichMacGregor Wealth Management, opening a new position worth an estimated $7.67M. The largest seller was Bank of America, cutting an estimated $7.37M.
- 239 institutional investors held First Trust Water ETF (FIW) as of Q3 2023, up from 237 in Q2 2023.
- Funds reported $629M of First Trust Water ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
- 18 funds opened new First Trust Water ETF positions in Q3 2023 and 16 closed out, a net change of +2 holders.
- The largest First Trust Water ETF buyer in Q3 2023 was MinichMacGregor Wealth Management, an estimated $7.67M added.
- The largest First Trust Water ETF seller in Q3 2023 was Bank of America, an estimated $7.37M sold.
Based on aggregated 13F filings for Q3 2023.