First Trust Indxx Innovative Transaction & Process ETF
LEGR
55 hedge funds and large institutions have $35.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
2.36% less ownership
Funds ownership: 35.82% → 33.46% (-2.4%)
5% less capital invested
Capital invested by funds: $37.3M → $35.4M (-$1.94M)
7% less funds holding
Funds holding: 59 → 55 (-4)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$392K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$265K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$193K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$190K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$2.51M |
| 2 |
Jane Street
New York
|
-$1.28M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$935K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$332K |
| 5 |
LPL Financial
San Diego,
California
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $3.25K | +$44 | +1 | +1% |
|
|
CAS
52
Coppell Advisory Solutions
Coppell,
Texas
| $2.76K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $2.14K | – | – | – |
|
|
HFS
54
Hantz Financial Services
Southfield,
Michigan
| $1K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $29 | +$44 | +1 | New |
|
|
GI
56
Gradient Investments
Arden Hills,
Minnesota
| – | -$2.51M | -57,755 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$79.1K | -1,822 | Closed |
|
|
ATPW
58
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$63.7K | -1,467 | Closed |
|
|
TSWM
59
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$51K | -1,175 | Closed |
|
|
BFA
60
Brown Financial Advisors
Milford,
Ohio
| – | -$38.6K | -888 | Closed |
|
|
AAG
61
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$12.5K | -288 | Closed |
|
|
IAIM
62
International Assets Investment Management
Orlando,
Florida
| – | -$4.66K | -107 | Closed |
|
LEGR Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2024, worth a combined $35.4M — down 5.2% from $37.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LEGR and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.
The largest buyer was Susquehanna International Group, adding an estimated $392K. The largest seller was Gradient Investments, exiting entirely with an estimated $2.51M sold.
- 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2024, down from 59 in Q2 2024.
- Funds reported $35.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2024, down 5.2% quarter-over-quarter.
- 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2024 and 7 closed out, a net change of -2 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $392K added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2024 was Gradient Investments, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2024.