First Trust Equity Market Neutral ETF
NTRL
6 hedge funds and large institutions have $11.8M invested in First Trust Equity Market Neutral ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
700% more capital invested
Capital invested by funds: $1.48M → $11.8M (+$10.3M)
200% more funds holding
Funds holding: 2 → 6 (+4)
17.47% more ownership
Funds ownership: 76.51% → 93.97% (+17%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.65M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$538K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$519K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$203K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$558K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $9.53M | +$9.65M | +493,104 | New |
|
|
VCM
2
Vivaldi Capital Management
Chicago,
Illinois
| $1.27M | +$538K | +27,509 | +73% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $513K | +$519K | +26,554 | New |
|
|
FAAS
4
First Allied Advisory Services
San Diego,
California
| $200K | +$203K | +10,365 | New |
|
|
5
Wolverine Trading
Chicago,
Illinois
| $195K | -$558K | -28,531 | -74% |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| $102K | +$104K | +5,301 | New |
|
NTRL Hedge Fund Activity: Q2 2020 in Review
6 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q2 2020, worth a combined $11.8M — up 700% from $1.48M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NTRL positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $9.65M. The largest seller was Wolverine Trading, cutting an estimated $558K.
- 6 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q2 2020, up from 2 in Q1 2020.
- Funds reported $11.8M of First Trust Equity Market Neutral ETF stock for Q2 2020, up 700% quarter-over-quarter.
- 4 funds opened new First Trust Equity Market Neutral ETF positions in Q2 2020 and 0 closed out, a net change of +4 holders.
- The largest First Trust Equity Market Neutral ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $9.65M added.
- The largest First Trust Equity Market Neutral ETF seller in Q2 2020 was Wolverine Trading, an estimated $558K sold.
Based on aggregated 13F filings for Q2 2020.