First Trust Indxx Innovative Transaction & Process ETF
LEGR
31 hedge funds and large institutions have $13.6M invested in First Trust Indxx Innovative Transaction & Process ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3.82% less ownership
Funds ownership: 36.68% → 32.87% (-3.8%)
12% less capital invested
Capital invested by funds: $15.5M → $13.6M (-$1.94M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$439K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$429K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$56.2K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$803K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$304K |
| 4 |
LPL Financial
San Diego,
California
|
-$157K |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | +$30 | +1 | +2% |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
TPWA
29
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$86K | -2,867 | Closed |
|
|
GSWM
30
Golden State Wealth Management
Santa Ana,
California
| – | -$21K | -700 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$6K | -200 | Closed |
|
|
YWP
32
YorkBridge Wealth Partners
New York
| – | -$2K | -75 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$30 | -1 | -50% |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
|
CFA
35
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$239 | +8 | New |
|
LEGR Hedge Fund Activity: Q3 2019 in Review
31 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2019, worth a combined $13.6M — down 12% from $15.5M a quarter earlier.
Fund positioning in LEGR was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $1.2M. The largest seller was First Trust Advisors, cutting an estimated $2.28M.
- 31 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $13.6M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2019, down 12% quarter-over-quarter.
- 4 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2019 was Jane Street, an estimated $1.2M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2019 was First Trust Advisors, an estimated $2.28M sold.
Based on aggregated 13F filings for Q3 2019.