First Trust Innovation Leaders ETF
ILDR
15 hedge funds and large institutions have $27.7M invested in First Trust Innovation Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
42.18% more ownership
Funds ownership: 658.92% → 701.1% (+42%)
22% more capital invested
Capital invested by funds: $22.7M → $27.7M (+$5.01M)
15% more funds holding
Funds holding: 13 → 15 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$877K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$220K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$178K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$162K |
| 5 |
Jane Street
New York
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$188K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$7.67K |
ILDR Hedge Fund Activity: Q4 2023 in Review
15 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q4 2023, worth a combined $27.7M — up 22% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ILDR positions and 0 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was U.S. Capital Wealth Advisors, adding an estimated $877K. The largest seller was Osaic Holdings, cutting an estimated $188K.
- 15 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $27.7M of First Trust Innovation Leaders ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 2 funds opened new First Trust Innovation Leaders ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest First Trust Innovation Leaders ETF buyer in Q4 2023 was U.S. Capital Wealth Advisors, an estimated $877K added.
- The largest First Trust Innovation Leaders ETF seller in Q4 2023 was Osaic Holdings, an estimated $188K sold.
Based on aggregated 13F filings for Q4 2023.