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First Trust Indxx NextG ETF

95 hedge funds and large institutions have $536M invested in First Trust Indxx NextG ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

26% more capital invested

Capital invested by funds: $426M → $536M (+$111M)

23% more funds holding

Funds holding: 7795 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.99% less ownership

Funds ownership: 71.96%65.97% (-6%)

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
46
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Grace Capital
Massachusetts
$62K
CFA
77
Carroll Financial Associates
North Carolina
$42K +$18.2K +284 +85%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$36K +$23.3K +365 +231%
JCM
79
Jacobi Capital Management
Pennsylvania
$21K +$64 +1 +0.3%
LGA
80
Lebenthal Global Advisors
New York
$20K +$19.2K +300 New
AIC
81
Archer Investment Corporation
Indiana
$15.3K
GWM
82
Geneos Wealth Management
Colorado
$15K
FPS
83
Fieldpoint Private Securities
Connecticut
$15K +$13.6K +212 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$14K
AIP
85
Ameritas Investment Partners
Nebraska
$13K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$12K +$2.56K +40 +31%
GRP
87
Global Retirement Partners
California
$11K +$64 +1 +0.6%
ASN
88
Advisory Services Network
Georgia
$8K
SFS
89
Sowell Financial Services
Arkansas
$7K
APA
90
American Portfolios Advisors
New York
$6.92K -$16.9K -264 -73%
GEA
91
Glen Eagle Advisors
New Jersey
$6.92K +$6.4K +100 New
BEI
92
Benjamin Edwards Inc
Missouri
$6K +$5.5K +86 New
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$3K
WT
94
Whittier Trust
California
$2K
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$2.01M -33,992 Closed
TC
96
TownSquare Capital
Utah
-$2.78M -15,739 Closed
PP
97
Prudential plc
United Kingdom
-$473K -8,000 Closed
WP
98
WealthPLAN Partners
Nebraska
-$258K -4,097 Closed
CCM
99
Chiron Capital Management
Florida
-$55K -932 Closed
Bessemer Group
100
Bessemer Group
New Jersey
-$3K -50 Closed

NXTG Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2020, worth a combined $536M — up 26% from $426M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NXTG positions and 6 closed out — a net gain of 19 holders — while 46 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.12M. The largest seller was Avantax Advisory Services, cutting an estimated $25.3M.

  • 95 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2020, up from 77 in Q3 2020.
  • Funds reported $536M of First Trust Indxx NextG ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new First Trust Indxx NextG ETF positions in Q4 2020 and 6 closed out, a net change of +19 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2020 was Wells Fargo, an estimated $8.12M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2020.