First Trust Innovation Leaders ETF
ILDR
18 hedge funds and large institutions have $41M invested in First Trust Innovation Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
216.75% more ownership
Funds ownership: 701.1% → 917.85% (+217%)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
48% more capital invested
Capital invested by funds: $27.7M → $41M (+$13.3M)
20% more funds holding
Funds holding: 15 → 18 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.23M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.37M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.13M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$716K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$169K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$136K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.4K |
ILDR Hedge Fund Activity: Q1 2024 in Review
18 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q1 2024, worth a combined $41M — up 48% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ILDR positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Atria Investments, adding an estimated $2.23M. The largest seller was Bank of Montreal, exiting entirely with an estimated $169K sold.
- 18 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q1 2024, up from 15 in Q4 2023.
- Funds reported $41M of First Trust Innovation Leaders ETF stock for Q1 2024, up 48% quarter-over-quarter.
- 5 funds opened new First Trust Innovation Leaders ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest First Trust Innovation Leaders ETF buyer in Q1 2024 was Atria Investments, an estimated $2.23M added.
- The largest First Trust Innovation Leaders ETF seller in Q1 2024 was Bank of Montreal, an estimated $169K sold.
Based on aggregated 13F filings for Q1 2024.