First Trust Equity Market Neutral ETF
NTRL
45 hedge funds and large institutions have $72.1M invested in First Trust Equity Market Neutral ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
88% more funds holding
Funds holding: 24 → 45 (+21)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more capital invested
Capital invested by funds: $52.4M → $72.1M (+$19.8M)
11.74% more ownership
Funds ownership: 64.35% → 76.09% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.77M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.67M |
| 3 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$2.02M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.51M |
| 5 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$6.94M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.25M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$548K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$343K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$315K |
NTRL Hedge Fund Activity: Q4 2022 in Review
45 of the 6,239 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q4 2022, worth a combined $72.1M — up 38% from $52.4M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new NTRL positions and 5 closed out — a net gain of 21 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.77M. The largest seller was Bullseye Investment Management, exiting entirely with an estimated $6.94M sold.
- 45 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $72.1M of First Trust Equity Market Neutral ETF stock for Q4 2022, up 38% quarter-over-quarter.
- 26 funds opened new First Trust Equity Market Neutral ETF positions in Q4 2022 and 5 closed out, a net change of +21 holders.
- The largest First Trust Equity Market Neutral ETF buyer in Q4 2022 was AE Wealth Management, an estimated $2.77M added.
- The largest First Trust Equity Market Neutral ETF seller in Q4 2022 was Bullseye Investment Management, an estimated $6.94M sold.
Based on aggregated 13F filings for Q4 2022.