First Trust Indxx Innovative Transaction & Process ETF
LEGR
51 hedge funds and large institutions have $42.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
44% more capital invested
Capital invested by funds: $29.2M → $42.2M (+$12.9M)
9% more funds holding
Funds holding: 47 → 51 (+4)
1.39% more ownership
Funds ownership: 36.34% → 37.73% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$5.02M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.26M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$345K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$267K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$76.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$1.48M | -36,806 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.38M | -34,167 | Closed |
|
|
SAF
53
Smith Anglin Financial
Dallas,
Texas
| – | -$345K | -8,566 | Closed |
|
|
FHA
54
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$267K | -6,630 | Closed |
|
|
AWA
55
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$21K | -535 | Closed |
|
|
SFS
56
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$7K | -180 | Closed |
|
|
IAIM
57
International Assets Investment Management
Orlando,
Florida
| – | -$4K | -107 | Closed |
|
|
EP
58
Eudaimonia Partners
Winchester,
Tennessee
| – | -$2K | -50 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | -$42 | -1 | -50% |
|
LEGR Hedge Fund Activity: Q2 2021 in Review
51 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2021, worth a combined $42.2M — up 44% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LEGR positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Concourse Financial Group Securities, adding an estimated $5.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.48M sold.
- 51 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2021, up from 47 in Q1 2021.
- Funds reported $42.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2021, up 44% quarter-over-quarter.
- 12 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2021 was Concourse Financial Group Securities, an estimated $5.02M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.48M sold.
Based on aggregated 13F filings for Q2 2021.