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First Trust India Nifty 50 Equal Weight ETF

47 hedge funds and large institutions have $93.1M invested in First Trust India Nifty 50 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

34% more funds holding

Funds holding: 3547 (+12)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

9% more capital invested

Capital invested by funds: $85.6M → $93.1M (+$7.55M)

7.22% less ownership

Funds ownership: 83.78%76.55% (-7.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
15
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$42.4M -$9.4M -188,101 -19%
KAS
2
Kestra Advisory Services
Texas
$7.96M +$343K +6,860 +5%
CA
3
Crumly & Associates
Illinois
$7.67M -$2.34M -46,790 -25%
LPL Financial
4
LPL Financial
California
$4.38M +$1.62M +32,424 +67%
AIC
5
Archer Investment Corporation
Indiana
$4.21M +$237K +4,743 +6%
SWP
6
Stratos Wealth Partners
Ohio
$2.67M +$2.47M +49,392 New
BFEC
7
Benjamin F. Edwards & Company
Missouri
$2.25M -$312K -6,239 -13%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.12M +$301K +6,021 +18%
Jane Street
9
Jane Street
New York
$1.86M +$978K +19,569 +132%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.51M +$1.4M +27,993 New
PWM
11
Purus Wealth Management
California
$1.5M -$32K -640 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.1M -$270K -5,406 -21%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.1M +$418K +8,367 +70%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.1M +$431K +8,629 +74%
RJA
15
Raymond James & Associates
Florida
$1.02M -$386K -7,728 -29%
TFA
16
Transamerica Financial Advisors
Florida
$986K +$550K +11,003 +152%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$973K -$117K -2,335 -11%
CCA
18
Cottonwood Capital Advisors
Utah
$786K -$12K -240 -2%
CastleKeep Investment Advisors
19
CastleKeep Investment Advisors
Connecticut
$713K +$659K +13,187 New
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$699K -$120K -2,400 -16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$677K +$71.4K +1,428 +13%
OC
22
Oppenheimer & Co
New York
$610K +$564K +11,284 New
IWM
23
IHT Wealth Management
Illinois
$585K +$105K +2,103 +24%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$492K +$121K +2,421 +36%
AWS
25
Atria Wealth Solutions
New York
$490K +$102K +2,032 +29%

NFTY Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust India Nifty 50 Equal Weight ETF (NFTY) for Q4 2023, worth a combined $93.1M — up 8.8% from $85.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NFTY positions and 2 closed out — a net gain of 12 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $2.47M. The largest seller was First Trust Advisors, cutting an estimated $9.4M.

  • 47 institutional investors held First Trust India Nifty 50 Equal Weight ETF (NFTY) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $93.1M of First Trust India Nifty 50 Equal Weight ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 14 funds opened new First Trust India Nifty 50 Equal Weight ETF positions in Q4 2023 and 2 closed out, a net change of +12 holders.
  • The largest First Trust India Nifty 50 Equal Weight ETF buyer in Q4 2023 was Stratos Wealth Partners, an estimated $2.47M added.
  • The largest First Trust India Nifty 50 Equal Weight ETF seller in Q4 2023 was First Trust Advisors, an estimated $9.4M sold.

Based on aggregated 13F filings for Q4 2023.