First Trust Indxx Innovative Transaction & Process ETF
LEGR
59 hedge funds and large institutions have $37.3M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
4% more funds holding
Funds holding: 57 → 59 (+2)
1.28% more ownership
Funds ownership: 34.54% → 35.82% (+1.3%)
3% more capital invested
Capital invested by funds: $36.3M → $37.3M (+$991K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.83M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$875K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$354K |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$206K |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$295K |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$229K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$211K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$98.7K |
| 5 |
AOG
Alpha Omega Group
Reston,
Virginia
|
-$69.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| $4.66K | +$4.61K | +107 | New |
|
|
DFA
52
DHJJ Financial Advisors
Naperville,
Illinois
| $4.56K | – | – | – |
|
|
TWC
53
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $4.34K | – | – | – |
|
54
William Blair & Company
Chicago,
Illinois
| $4.34K | – | – | – |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $2.95K | – | – | – |
|
|
CAS
56
Coppell Advisory Solutions
Coppell,
Texas
| $2.19K | +$2.5K | +58 | New |
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| $1.99K | – | – | – |
|
|
IGWM
58
ICA Group Wealth Management
Denver,
Colorado
| $1.95K | -$98.7K | -2,290 | -98% |
|
59
Wells Fargo
San Francisco,
California
| $7 | -$43 | -1 | Closed |
|
|
60
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$211K | -4,915 | Closed |
|
|
MRC
61
Millburn Ridgefield Corp
New York
| – | -$33.2K | -773 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$20.4K | -475 | Closed |
|
|
VWM
63
Valley Wealth Managers
Paramus,
New Jersey
| – | -$387 | -9 | Closed |
|
LEGR Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2024, worth a combined $37.3M — up 2.7% from $36.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LEGR positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $1.83M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $295K.
- 59 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2024, up from 57 in Q1 2024.
- Funds reported $37.3M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
- 9 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2024 was Jane Street, an estimated $1.83M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $295K sold.
Based on aggregated 13F filings for Q2 2024.