First Trust Indxx Innovative Transaction & Process ETF
LEGR
30 hedge funds and large institutions have $13.1M invested in First Trust Indxx Innovative Transaction & Process ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $10.8M → $13.1M (+$2.29M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
3% more funds holding
Funds holding: 29 → 30 (+1)
9.82% less ownership
Funds ownership: 39.17% → 29.35% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
| 3 |
Jane Street
New York
|
+$564K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$502K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$961K |
| 3 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$247K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$208K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $4K | – | – | – |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | -$6.17K | -210 | -68% |
|
28
Morgan Stanley
New York
| $3K | – | – | – |
|
|
YWP
29
YorkBridge Wealth Partners
New York
| $2K | +$2.2K | +75 | New |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
CCB
31
Cutter & Co Brokerage
Ballwin,
Missouri
| – | -$247K | -8,489 | Closed |
|
|
CA
32
Cetera Advisors
Denver,
Colorado
| – | -$208K | -7,130 | Closed |
|
|
SWP
33
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$27K | -915 | Closed |
|
|
PFO
34
Pathstone Family Office
Englewood,
New Jersey
| – | -$17K | -597 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$14K | -465 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$5K | -189 | Closed |
|
|
PFGIA
37
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -33 | Closed |
|
|
CCA
38
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$1K | -20 | Closed |
|
LEGR Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2018, worth a combined $13.1M — up 21% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LEGR positions and 8 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.49M. The largest seller was Citadel Advisors, cutting an estimated $2.3M.
- 30 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2018, up from 29 in Q1 2018.
- Funds reported $13.1M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2018, up 21% quarter-over-quarter.
- 10 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2018 and 8 closed out, a net change of +2 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2018 was First Trust Advisors, an estimated $1.49M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2018 was Citadel Advisors, an estimated $2.3M sold.
Based on aggregated 13F filings for Q2 2018.