First Trust Equity Market Neutral ETF
NTRL
10 hedge funds and large institutions have $13.6M invested in First Trust Equity Market Neutral ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
408% more capital invested
Capital invested by funds: $2.68M → $13.6M (+$10.9M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
67% more funds holding
Funds holding: 6 → 10 (+4)
11.17% more ownership
Funds ownership: 26.92% → 38.09% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$5.93M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$892K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$737K |
| 4 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
+$657K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$289K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1
Mainstay Capital Management
Grand Blanc,
Michigan
| $5.93M | +$5.93M | +298,580 | New |
|
|
VCM
2
Vivaldi Capital Management
Chicago,
Illinois
| $1.97M | +$892K | +44,930 | +83% |
|
|
HI
3
Harbour Investments
Madison,
Wisconsin
| $1.62M | +$1.62M | +81,623 | New |
|
|
CFGS
4
Concourse Financial Group Securities
Birmingham,
Alabama
| $912K | +$381K | +19,207 | +72% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $737K | +$737K | +37,113 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $671K | – | – | – |
|
|
HFP
7
Holistic Financial Partners
Indianapolis,
Indiana
| $657K | +$657K | +33,108 | New |
|
|
VCM
8
Virtue Capital Management
Brentwood,
Tennessee
| $509K | +$509K | +25,638 | New |
|
|
KAS
9
Kestra Advisory Services
Austin,
Texas
| $374K | +$374K | +18,821 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $243K | +$132K | +6,642 | +118% |
|
|
11
Jane Street
New York
| – | -$289K | -14,469 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$4K | -200 | Closed |
|
NTRL Hedge Fund Activity: Q2 2022 in Review
10 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q2 2022, worth a combined $13.6M — up 408% from $2.68M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NTRL positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $5.93M. The largest seller was Jane Street, exiting entirely with an estimated $289K sold.
- 10 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q2 2022, up from 6 in Q1 2022.
- Funds reported $13.6M of First Trust Equity Market Neutral ETF stock for Q2 2022, up 408% quarter-over-quarter.
- 6 funds opened new First Trust Equity Market Neutral ETF positions in Q2 2022 and 2 closed out, a net change of +4 holders.
- The largest First Trust Equity Market Neutral ETF buyer in Q2 2022 was Mainstay Capital Management, an estimated $5.93M added.
- The largest First Trust Equity Market Neutral ETF seller in Q2 2022 was Jane Street, an estimated $289K sold.
Based on aggregated 13F filings for Q2 2022.