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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$9K +$139 +2 +1%
AF
127
Allworth Financial
California
$8K
AIP
128
Ameritas Investment Partners
Nebraska
$8K
NMG
129
New Millennium Group
Utah
$8K +$8.71K +125 New
GEA
130
Glen Eagle Advisors
New Jersey
$6.44K
BEI
131
Benjamin Edwards Inc
Missouri
$6K +$70 +1 +1%
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$3K +$70 +1 +2%
WT
133
Whittier Trust
California
$2K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$16 -$6.97K -100 -29%
USCWA
135
U.S. Capital Wealth Advisors
Texas
-$3.23M -42,433 Closed
Citadel Advisors
136
Citadel Advisors
Florida
-$1.04M -13,703 Closed
SWM
137
Spire Wealth Management
Virginia
-$732K -9,627 Closed
VCP
138
Verus Capital Partners
Arizona
-$517K -6,808 Closed
LIG
139
Lokken Investment Group
Delaware
-$352K -5,035 Closed
MML Investors Services
140
MML Investors Services
Massachusetts
-$275K -3,618 Closed
FAIM
141
Financial Advocates Investment Management
Washington
-$256K -3,373 Closed
WS
142
Wedbush Securities
California
-$251K -3,303 Closed
IWM
143
IHT Wealth Management
Illinois
-$241K -3,167 Closed
FHA
144
Flagship Harbor Advisors
Massachusetts
-$224K -2,945 Closed
Ameriprise
145
Ameriprise
Minnesota
-$222K -2,919 Closed
EWM
146
EPG Wealth Management
Georgia
-$207K -2,717 Closed
MCC
147
Money Concepts Capital
Florida
-$162K -2,125 Closed
US Bancorp
148
US Bancorp
Minnesota
-$78K -1,032 Closed
HA
149
Herold Advisors
New York
-$22.8K -300 Closed
Optiver Holding
150
Optiver Holding
Netherlands
-$9K -125 Closed

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.