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First Trust Indxx Innovative Transaction & Process ETF

64 hedge funds and large institutions have $32.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $29.4M → $32.9M (+$3.43M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

5% more funds holding

Funds holding: 6164 (+3)

0.23% more ownership

Funds ownership: 31.29%31.52% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
20
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.34M +$496K +13,091 +14%
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.54M +$533K +14,055 +19%
AOG
3
Alpha Omega Group
Virginia
$3.48M +$2.09K +55 +0.1%
Bank of America
4
Bank of America
North Carolina
$2.63M -$337K -8,888 -12%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.78M +$875K +23,069 +113%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.54M -$3.41K -90 -0.2%
Ameriprise
7
Ameriprise
Minnesota
$1.45M -$79.8K -2,105 -6%
EA
8
Eudaimonia Advisors
Tennessee
$1.24M -$169K -4,447 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.19M +$241K +6,346 +28%
HighTower Advisors
10
HighTower Advisors
Illinois
$1M +$254K +6,708 +38%
EP
11
Eudaimonia Partners
Tennessee
$996K -$162K -4,267 -15%
OAM
12
Oppenheimer Asset Management
New York
$826K +$15.3K +404 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$803K -$28.3K -746 -4%
GI
14
Gradient Investments
Minnesota
$700K +$354K +9,348 +120%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$681K -$96.8K -2,553 -13%
EH
16
Equitable Holdings
New York
$680K
Vontobel Holding
17
Vontobel Holding
Switzerland
$614K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$606K +$12.1K +318 +2%
FA
19
Flagstar Advisors
New York
$522K -$3.45K -91 -0.7%
WIP
20
WealthCare Investment Partners
Rhode Island
$478K -$20K -527 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$427K +$3.64K +96 +0.9%
Jane Street
22
Jane Street
New York
$392K -$912K -24,060 -72%
AAP
23
Arax Advisory Partners
Colorado
$373K +$238K +6,277 +220%
RJA
24
Raymond James & Associates
Florida
$336K +$9.82K +259 +3%
KAS
25
Kestra Advisory Services
Texas
$310K +$30.8K +813 +12%

LEGR Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2023, worth a combined $32.9M — up 12% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LEGR positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $875K. The largest seller was Seaview Investment Managers, exiting entirely with an estimated $1.14M sold.

  • 64 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $32.9M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $875K added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2023 was Seaview Investment Managers, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2023.