First Trust Indxx Innovative Transaction & Process ETF
LEGR
31 hedge funds and large institutions have $15.5M invested in First Trust Indxx Innovative Transaction & Process ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
8% more capital invested
Capital invested by funds: $14.4M → $15.5M (+$1.1M)
1.58% more ownership
Funds ownership: 35.1% → 36.68% (+1.6%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
6% less funds holding
Funds holding: 33 → 31 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$579K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$574K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$482K |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$85.1K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$462K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$241K |
| 3 |
Citigroup
New York
|
-$193K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$161K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$63.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $3K | – | – | – |
|
|
YWP
27
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | +$1.48K | +50 | New |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
RJA
31
Raymond James & Associates
St Petersburg,
Florida
| – | -$241K | -8,268 | Closed |
|
|
IWP
32
Icon Wealth Partners
Houston,
Texas
| – | -$5K | -175 | Closed |
|
33
Morgan Stanley
New York
| – | -$1K | -30 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | +$30 | +1 | +100% |
|
LEGR Hedge Fund Activity: Q2 2019 in Review
31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2019, worth a combined $15.5M — up 7.7% from $14.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LEGR and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 8 added.
The largest buyer was Citadel Advisors, adding an estimated $579K. The largest seller was Jane Street, cutting an estimated $462K.
- 31 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2019, down from 33 in Q1 2019.
- Funds reported $15.5M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2019, up 7.7% quarter-over-quarter.
- 3 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2019 and 4 closed out, a net change of -1 holder.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2019 was Citadel Advisors, an estimated $579K added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2019 was Jane Street, an estimated $462K sold.
Based on aggregated 13F filings for Q2 2019.