First Trust Equity Market Neutral ETF
NTRL
54 hedge funds and large institutions have $59.5M invested in First Trust Equity Market Neutral ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 11 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $62.1M → $59.5M (-$2.54M)
3.7% less ownership
Funds ownership: 75.45% → 71.76% (-3.7%)
7% less funds holding
Funds holding: 58 → 54 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$986K |
| 2 |
Jane Street
New York
|
+$887K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$737K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$647K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$2.82M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.07M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$782K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$781K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$560K |
NTRL Hedge Fund Activity: Q2 2023 in Review
54 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q2 2023, worth a combined $59.5M — down 4.1% from $62.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NTRL and 7 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 25 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $986K. The largest seller was FAS Wealth Partners, cutting an estimated $2.82M.
- 54 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q2 2023, down from 58 in Q1 2023.
- Funds reported $59.5M of First Trust Equity Market Neutral ETF stock for Q2 2023, down 4.1% quarter-over-quarter.
- 7 funds opened new First Trust Equity Market Neutral ETF positions in Q2 2023 and 11 closed out, a net change of -4 holders.
- The largest First Trust Equity Market Neutral ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $986K added.
- The largest First Trust Equity Market Neutral ETF seller in Q2 2023 was FAS Wealth Partners, an estimated $2.82M sold.
Based on aggregated 13F filings for Q2 2023.