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First Trust Indxx NextG ETF
NXTG

77 hedge funds and large institutions have $426M invested in First Trust Indxx NextG ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 7

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $331M → $426M (+$94.7M)

13% more funds holding

Funds holding: 68 → 77 (+9)

1.29% more ownership

Funds ownership: 70.67% → 71.96% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
41
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$15.2M
2
UBS Group
UBS Group
Switzerland
+$12.7M
3
Bank of America
Bank of America
North Carolina
+$9.23M
4
Morgan Stanley
Morgan Stanley
New York
+$5.12M
5
Jane Street
Jane Street
New York
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$3.93M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$439K
5
WA
Wealth Advisors
California
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFG Advisory
Georgia
$266K -$66.1K -1,128 -20%
WP
52
WealthPLAN Partners
Nebraska
$258K – – –
SPC
53
Sigma Planning Corp
Michigan
$247K +$244K +4,170 New
CFGS
54
Concourse Financial Group Securities
Alabama
$217K +$113K +1,924 +111%
BF
55
BOK Financial
Oklahoma
$204K +$201K +3,436 New
NFG
56
Next Financial Group
Texas
$143K +$142K +2,418 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$83K – – –
Citigroup
58
Citigroup
New York
$83K +$14.4K +245 +21%
IA
59
IFP Advisors
Florida
$70K +$117 +2 +0.2%
CCM
60
Chiron Capital Management
Florida
$55K +$54.6K +932 New
GC
61
Grace Capital
Massachusetts
$53K – – –
APA
62
American Portfolios Advisors
New York
$21.5K +$15.5K +264 +264%
CFA
63
Carroll Financial Associates
North Carolina
$19K – – –
JCM
64
Jacobi Capital Management
Pennsylvania
$18K +$17.6K +301 New
AIC
65
Archer Investment Corporation
Indiana
$13.1K – – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$12K – – –
GWM
67
Geneos Wealth Management
Colorado
$12K – – –
AIP
68
Ameritas Investment Partners
Nebraska
$11K – – –
PFS
69
Prospera Financial Services
Texas
$9K -$3.93M -67,168 -100%
GRP
70
Global Retirement Partners
California
$9K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.26K +158 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$8K – – –
ASN
73
Advisory Services Network
Georgia
$7K +$7.09K +121 New
SFS
74
Sowell Financial Services
Arkansas
$6K – – –
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
1 2
3
4

NXTG Hedge Fund Activity: Q3 2020 in Review

77 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2020, worth a combined $426M — up 29% from $331M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NXTG positions and 6 closed out — a net gain of 9 holders — while 41 added to existing stakes and 7 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $15.2M. The largest seller was Prospera Financial Services, cutting an estimated $3.93M.

  • 77 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2020, up from 68 in Q2 2020.
  • Funds reported $426M of First Trust Indxx NextG ETF stock for Q3 2020, up 29% quarter-over-quarter.
  • 15 funds opened new First Trust Indxx NextG ETF positions in Q3 2020 and 6 closed out, a net change of +9 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $15.2M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2020 was Prospera Financial Services, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2020.