First Trust Indxx Innovative Transaction & Process ETF
LEGR
33 hedge funds and large institutions have $14.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
1% less capital invested
Capital invested by funds: $14.5M → $14.4M (-$97K)
1.49% less ownership
Funds ownership: 36.59% → 35.1% (-1.5%)
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$620K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$233K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$116K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$62.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$856K |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$184K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$179K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | – | – | – |
|
27
William Blair & Company
Chicago,
Illinois
| $3K | – | – | – |
|
|
YWP
28
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
29
Morgan Stanley
New York
| $1K | -$2.8K | -100 | -77% |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
32
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$184K | -7,192 | Closed |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| – | -$32K | -1,263 | Closed |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8K | -330 | Closed |
|
|
MOS
35
MGO One Seven
Beachwood,
Ohio
| – | -$7K | -302 | Closed |
|
|
AIC
36
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -180 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | +$28 | +1 | New |
|
38
Wells Fargo
San Francisco,
California
| – | +$28 | +1 | New |
|
LEGR Hedge Fund Activity: Q1 2019 in Review
33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2019, worth a combined $14.4M — down 0.67% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LEGR positions and 5 closed out — a net gain of 1 holder — while 4 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $620K. The largest seller was Citadel Advisors, cutting an estimated $1.23M.
- 33 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2019, up from 32 in Q4 2018.
- Funds reported $14.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2019, down 0.67% quarter-over-quarter.
- 6 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2019 and 5 closed out, a net change of +1 holder.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2019 was Jane Street, an estimated $620K added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2019 was Citadel Advisors, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2019.