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NTRL

First Trust Equity Market Neutral ETF
NTRL

6 hedge funds and large institutions have $3.7M invested in First Trust Equity Market Neutral ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

30.23% less ownership

Funds ownership: 53.8% → 23.56% (-30%)

33% less funds holding

Funds holding: 9 → 6 (-3)

56% less capital invested

Capital invested by funds: $8.47M → $3.7M (-$4.77M)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.95M
2
Wolverine Trading
Wolverine Trading
Illinois
-$220K
3
Osaic Holdings
Osaic Holdings
Arizona
-$215K
4
OPS
Orion Portfolio Solutions
Nebraska
-$155K
5
CFGS
Concourse Financial Group Securities
Alabama
-$105K

NTRL Hedge Fund Activity: Q4 2021 in Review

6 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q4 2021, worth a combined $3.7M — down 56% from $8.47M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NTRL and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was UBS Group, adding an estimated $4K. The largest seller was Envestnet Asset Management, cutting an estimated $3.95M.

  • 6 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q4 2021, down from 9 in Q3 2021.
  • Funds reported $3.7M of First Trust Equity Market Neutral ETF stock for Q4 2021, down 56% quarter-over-quarter.
  • 0 funds opened new First Trust Equity Market Neutral ETF positions in Q4 2021 and 3 closed out, a net change of -3 holders.
  • The largest First Trust Equity Market Neutral ETF buyer in Q4 2021 was UBS Group, an estimated $4K added.
  • The largest First Trust Equity Market Neutral ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2021.