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First Trust Indxx NextG ETF

111 hedge funds and large institutions have $202M invested in First Trust Indxx NextG ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.45% more ownership

Funds ownership: 44.76%46.21% (+1.4%)

1% more capital invested

Capital invested by funds: $200M → $202M (+$1.87M)

0% more funds holding

Funds holding: 111111 (0)

52% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 54

Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$8.97K
PA
102
Parallel Advisors
California
$8.47K +$8.16K +118 New
GEA
103
Glen Eagle Advisors
New Jersey
$7.18K
PA
104
PSI Advisors
Florida
$5.38K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$4.4K
CIA
106
Cape Investment Advisory
Georgia
$3.95K
CFGS
107
Concourse Financial Group Securities
Alabama
$3.37K
KTC
108
Kistler-Tiffany Companies
Pennsylvania
$3.35K +$69 +1 +2%
SIS
109
Sound Income Strategies
Florida
$1.81K +$1.73K +25 New
AWM
110
Avior Wealth Management
Nebraska
$1.58K -$35.9K -519 -96%
VWM
111
Valley Wealth Managers
New Jersey
$287
BAM
112
Belpointe Asset Management
Nevada
-$1.14M -16,356 Closed
CI
113
CPR Investments
Michigan
-$878K -12,635 Closed
SOS
114
Silver Oak Securities
Tennessee
-$325K -4,679 Closed
PP
115
Prudential plc
United Kingdom
-$278K -4,000 Closed
IWM
116
Iams Wealth Management
Nebraska
-$269K -3,904 Closed
ICP
117
Interchange Capital Partners
Pennsylvania
-$266K -3,830 Closed
CAL
118
Capital Analysts LLC
Pennsylvania
-$16K -228 Closed
WP
119
WealthPLAN Partners
Nebraska
-$6.77K -97 Closed
BEI
120
Benjamin Edwards Inc
Missouri
-$6K -87 Closed
ASN
121
Advisory Services Network
Georgia
-$5.21K -75 Closed

NXTG Hedge Fund Activity: Q2 2023 in Review

111 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2023, worth a combined $202M — up 0.94% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXTG positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 54 trimmed.

The largest buyer was Jane Street, adding an estimated $6.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.82M.

  • 111 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $202M of First Trust Indxx NextG ETF stock for Q2 2023, up 0.94% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2023 and 10 closed out, a net change of +1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2023 was Jane Street, an estimated $6.5M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2023.