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First Trust India Nifty 50 Equal Weight ETF

28 hedge funds and large institutions have $97.3M invested in First Trust India Nifty 50 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $81.9M → $97.3M (+$15.4M)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

6.22% less ownership

Funds ownership: 90.98%84.77% (-6.2%)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$71M +$4.3M +95,996 +7%
CA
2
Crumly & Associates
Illinois
$8.99M +$6.18M +137,933 +275%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.49M -$76.6K -1,708 -3%
AIC
4
Archer Investment Corporation
Indiana
$2.47M +$232K +5,170 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.63M +$982K +21,897 +181%
LPL Financial
6
LPL Financial
California
$1.4M +$10.8K +242 +0.8%
PWM
7
Purus Wealth Management
California
$1.37M +$1.28M +28,544 New
RJA
8
Raymond James & Associates
Florida
$1.25M -$77.6K -1,731 -6%
TFA
9
Transamerica Financial Advisors
Florida
$1.02M -$128K -2,852 -12%
CCA
10
Cottonwood Capital Advisors
Utah
$718K -$6.68K -149 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$655K +$7.67K +171 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$504K +$127K +2,824 +37%
HighTower Advisors
13
HighTower Advisors
Illinois
$486K
Prudential Financial
14
Prudential Financial
New Jersey
$478K +$448K +10,000 New
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$417K +$35.9K +800 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$384K +$20.2K +451 +6%
CWA
17
Clarus Wealth Advisors
Arizona
$368K -$16.4K -365 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$360K +$33.2K +741 +11%
AWS
19
Atria Wealth Solutions
New York
$345K +$24.7K +551 +8%
SSB
20
Sandy Spring Bank
Maryland
$313K
CTA
21
Chesley Taft & Associates
Illinois
$277K +$260K +5,800 New
SG
22
StoneX Group
New York
$223K +$209K +4,661 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$66.8K -$1.22M -27,318 -95%
Morgan Stanley
24
Morgan Stanley
New York
$20.6K
SC
25
Sawyer & Company
Massachusetts
$11K +$10.1K +225 New

NFTY Hedge Fund Activity: Q2 2023 in Review

28 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust India Nifty 50 Equal Weight ETF (NFTY) for Q2 2023, worth a combined $97.3M — up 19% from $81.9M a quarter earlier.

Fund positioning in NFTY was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 7 trimmed.

The largest buyer was Crumly & Associates, adding an estimated $6.18M. The largest seller was Jane Street, exiting entirely with an estimated $3.4M sold.

  • 28 institutional investors held First Trust India Nifty 50 Equal Weight ETF (NFTY) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $97.3M of First Trust India Nifty 50 Equal Weight ETF stock for Q2 2023, up 19% quarter-over-quarter.
  • 6 funds opened new First Trust India Nifty 50 Equal Weight ETF positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest First Trust India Nifty 50 Equal Weight ETF buyer in Q2 2023 was Crumly & Associates, an estimated $6.18M added.
  • The largest First Trust India Nifty 50 Equal Weight ETF seller in Q2 2023 was Jane Street, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2023.