First Trust Indxx Innovative Transaction & Process ETF
LEGR
32 hedge funds and large institutions have $14.5M invested in First Trust Indxx Innovative Transaction & Process ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
3.08% more ownership
Funds ownership: 33.51% → 36.59% (+3.1%)
14% less capital invested
Capital invested by funds: $16.8M → $14.5M (-$2.3M)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 3 |
Jane Street
New York
|
+$285K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$134K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$86.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$765K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$622K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$546K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$544K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $5K | +$4.93K | +180 | New |
|
27
William Blair & Company
Chicago,
Illinois
| $3K | – | – | – |
|
28
Morgan Stanley
New York
| $3K | +$822 | +30 | +30% |
|
|
CIAS
29
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | +$2.74K | +100 | New |
|
|
YWP
30
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
33
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$765K | -25,200 | Closed |
|
|
34
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$622K | -20,481 | Closed |
|
|
CA
35
Cetera Advisors
Denver,
Colorado
| – | -$258K | -8,450 | Closed |
|
|
TPWA
36
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$87K | -2,867 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$30K | -983 | Closed |
|
LEGR Hedge Fund Activity: Q4 2018 in Review
32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2018, worth a combined $14.5M — down 14% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LEGR positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.06M. The largest seller was Deutsche Bank, exiting entirely with an estimated $765K sold.
- 32 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2018, up from 30 in Q3 2018.
- Funds reported $14.5M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2018, down 14% quarter-over-quarter.
- 7 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2018 and 5 closed out, a net change of +2 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2018 was Citadel Advisors, an estimated $2.06M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2018 was Deutsche Bank, an estimated $765K sold.
Based on aggregated 13F filings for Q4 2018.