First Trust Indxx Innovative Transaction & Process ETF
LEGR
30 hedge funds and large institutions have $16.8M invested in First Trust Indxx Innovative Transaction & Process ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
28% more capital invested
Capital invested by funds: $13.1M → $16.8M (+$3.69M)
4.16% more ownership
Funds ownership: 29.35% → 33.51% (+4.2%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.17M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$252K |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$243K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$552K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$457K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$303K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$278K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $3K | +$2.98K | +100 | New |
|
27
William Blair & Company
Chicago,
Illinois
| $3K | +$2.98K | +100 | New |
|
|
YWP
28
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $1K | +$1.01K | +34 | New |
|
|
31
Jane Street
New York
| – | -$552K | -19,194 | Closed |
|
|
32
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$278K | -9,653 | Closed |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$212K | -7,357 | Closed |
|
|
NSIM
34
North Star Investment Management
Chicago,
Illinois
| – | -$9K | -300 | Closed |
|
|
IWP
35
Icon Wealth Partners
Houston,
Texas
| – | -$5K | -175 | Closed |
|
36
Envestnet Asset Management
Chicago,
Illinois
| – | -$5K | -159 | Closed |
|
|
AF
37
Advisornet Financial
Minnetonka,
Minnesota
| – | -$3.73K | -125 | Closed |
|
38
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$3K | -100 | Closed |
|
LEGR Hedge Fund Activity: Q3 2018 in Review
30 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2018, worth a combined $16.8M — up 28% from $13.1M a quarter earlier.
Fund positioning in LEGR was balanced in Q3 2018: 8 funds opened new positions, 8 closed out, 10 added to existing stakes and 5 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $2.29M. The largest seller was Jane Street, exiting entirely with an estimated $552K sold.
- 30 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $16.8M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2018, up 28% quarter-over-quarter.
- 8 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2018 and 8 closed out, a net change of 0 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2018 was First Trust Advisors, an estimated $2.29M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2018 was Jane Street, an estimated $552K sold.
Based on aggregated 13F filings for Q3 2018.