First Trust Innovation Leaders ETF
ILDR
25 hedge funds and large institutions have $53.2M invested in First Trust Innovation Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
25% more funds holding
Funds holding: 20 → 25 (+5)
12% more capital invested
Capital invested by funds: $47.5M → $53.2M (+$5.75M)
10.37% less ownership
Funds ownership: 114.61% → 104.24% (-10%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$2.37M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$707K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$329K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$218K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.42M |
| 2 |
Jane Street
New York
|
-$687K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$468K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$274K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$274K | -11,253 | Closed |
|
ILDR Hedge Fund Activity: Q4 2024 in Review
25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q4 2024, worth a combined $53.2M — up 12% from $47.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ILDR positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $2.37M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.42M.
- 25 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q4 2024, up from 20 in Q3 2024.
- Funds reported $53.2M of First Trust Innovation Leaders ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 6 funds opened new First Trust Innovation Leaders ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest First Trust Innovation Leaders ETF buyer in Q4 2024 was AssetMark Inc, an estimated $2.37M added.
- The largest First Trust Innovation Leaders ETF seller in Q4 2024 was Cetera Investment Advisers, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2024.