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First Trust Indxx NextG ETF

136 hedge funds and large institutions have $310M invested in First Trust Indxx NextG ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142136 (-6)

8.22% less ownership

Funds ownership: 60.23%52.01% (-8.2%)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

46% less capital invested

Capital invested by funds: $576M → $310M (-$266M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
36
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$155K -$42.5K -610 -20%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$134K +$144K +2,073 New
AWM
103
Avior Wealth Management
Nebraska
$96K +$836 +12 +0.8%
EDRH
104
Edmond de Rothschild Holding
Switzerland
$87K
PTC
105
Private Trust Company
Ohio
$55K +$59.2K +850 New
CS
106
Credit Suisse
Switzerland
$53K +$57K +818 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$49K +$20.1K +289 +61%
TSWM
108
Tyler-Stone Wealth Management
Ohio
$42K
GRP
109
Global Retirement Partners
California
$39K +$139 +2 +0.3%
LFG
110
Larson Financial Group
Missouri
$32K -$13.9K -199 -29%
JPLA
111
Joseph P. Lucia & Associates
New York
$32K -$12.9K -185 -27%
CTC
112
Central Trust Company
Missouri
$26K
CWAF
113
Core Wealth Advisors (Florida)
Florida
$24K
HNWAG
114
High Net Worth Advisory Group
Florida
$24K
SWM
115
SeaCrest Wealth Management
New York
$18K +$19.2K +275 New
APA
116
American Portfolios Advisors
New York
$16.9K
CFGS
117
Concourse Financial Group Securities
Alabama
$16K -$17.7K -254 -51%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$16K
CAL
119
Capital Analysts LLC
Pennsylvania
$15K +$15.9K +228 New
AIC
120
Archer Investment Corporation
Indiana
$14.2K
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$13K
FPS
123
Fieldpoint Private Securities
Connecticut
$13K
PA
124
PSI Advisors
Florida
$11K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$9K

NXTG Hedge Fund Activity: Q2 2022 in Review

136 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2022, worth a combined $310M — down 46% from $576M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NXTG and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 36 added.

The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Avantax Advisory Services, cutting an estimated $150M.

  • 136 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $310M of First Trust Indxx NextG ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2022 and 16 closed out, a net change of -5 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2022 was Jane Street, an estimated $2.39M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2022 was Avantax Advisory Services, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2022.