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First Trust Innovation Leaders ETF

20 hedge funds and large institutions have $47.5M invested in First Trust Innovation Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $39.5M → $47.5M (+$8.03M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1820 (+2)

5.46% less ownership

Funds ownership: 120.07%114.61% (-5.5%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$15.2M -$999K -42,948 -6%
Mariner
2
Mariner
Kansas
$15M -$855K -36,740 -6%
HAS
3
HBW Advisory Services
California
$6.18M +$5.9M +253,745 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.61M +$703K +30,221 +39%
USCWA
5
U.S. Capital Wealth Advisors
Texas
$2.01M -$197K -8,485 -9%
CFD
6
Creative Financial Designs
Indiana
$1.21M +$44.2K +1,899 +4%
Jane Street
7
Jane Street
New York
$1.04M +$997K +42,832 New
HI
8
Harbour Investments
Wisconsin
$803K +$764K +32,820 +21,880%
TSMHT
9
Thurston Springer Miller Herd & Titak
Indiana
$601K -$4.35K -187 -0.8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$499K +$168K +7,200 +54%
NS
11
NBC Securities
Alabama
$444K +$6.03K +259 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$443K +$31.8K +1,366 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$403K -$42.5K -1,828 -10%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$274K +$262K +11,253 New
SA
15
Sanctuary Advisors
Indiana
$253K +$225K +9,659 New
CWM
16
Centric Wealth Management
Illinois
$242K +$7.77K +334 +4%
GEA
17
Glen Eagle Advisors
New Jersey
$156K -$19.8K -850 -12%
Comerica Bank
18
Comerica Bank
Texas
$110K
KFI
19
Key Financial Inc
Pennsylvania
$30.2K
WWM
20
Wolff Wiese Magana
California
$1.07K
FTUS
21
Flow Traders U.S.
New York
-$476K -20,270 Closed
GS
22
GTS Securities
New York
-$304K -12,948 Closed

ILDR Hedge Fund Activity: Q3 2024 in Review

20 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q3 2024, worth a combined $47.5M — up 20% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ILDR positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was HBW Advisory Services, opening a new position worth an estimated $5.9M. The largest seller was Atria Investments, cutting an estimated $999K.

  • 20 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $47.5M of First Trust Innovation Leaders ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 4 funds opened new First Trust Innovation Leaders ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q3 2024 was HBW Advisory Services, an estimated $5.9M added.
  • The largest First Trust Innovation Leaders ETF seller in Q3 2024 was Atria Investments, an estimated $999K sold.

Based on aggregated 13F filings for Q3 2024.