First Trust Equity Market Neutral ETF
NTRL
54 hedge funds and large institutions have $54.1M invested in First Trust Equity Market Neutral ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
6.08% more ownership
Funds ownership: 71.76% → 77.84% (+6.1%)
0% more funds holding
Funds holding: 54 → 54 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
9% less capital invested
Capital invested by funds: $59.5M → $54.1M (-$5.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.88M |
| 2 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$1.06M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$427K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$422K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.07M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$2.64M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.87M |
| 4 |
Jane Street
New York
|
-$889K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
-$814K |
NTRL Hedge Fund Activity: Q3 2023 in Review
54 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q3 2023, worth a combined $54.1M — down 9.2% from $59.5M a quarter earlier.
Fund positioning in NTRL was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 22 added to existing stakes and 20 trimmed.
The largest buyer was Clark Capital Management Group, adding an estimated $1.88M. The largest seller was HighTower Advisors, exiting entirely with an estimated $6.07M sold.
- 54 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $54.1M of First Trust Equity Market Neutral ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
- 10 funds opened new First Trust Equity Market Neutral ETF positions in Q3 2023 and 10 closed out, a net change of 0 holders.
- The largest First Trust Equity Market Neutral ETF buyer in Q3 2023 was Clark Capital Management Group, an estimated $1.88M added.
- The largest First Trust Equity Market Neutral ETF seller in Q3 2023 was HighTower Advisors, an estimated $6.07M sold.
Based on aggregated 13F filings for Q3 2023.