First Trust Indxx NextG ETF
NXTG
121 hedge funds and large institutions have $644M invested in First Trust Indxx NextG ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 13 reducing their positions, and 4 closing their positions.
650% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 4
415% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 13
27% more funds holding
Funds holding: 95 → 121 (+26)
20% more capital invested
Capital invested by funds: $536M → $644M (+$108M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 65.97% → 64.95% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.04M |
| 4 |
Morgan Stanley
New York
|
+$6.91M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.11M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$759K |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$704K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$336K |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$326K |
NXTG Hedge Fund Activity: Q1 2021 in Review
121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2021, worth a combined $644M — up 20% from $536M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new NXTG positions and 4 closed out — a net gain of 26 holders — while 67 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, adding an estimated $10.7M. The largest seller was Avantax Advisory Services, cutting an estimated $8.11M.
- 121 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2021, up from 95 in Q4 2020.
- Funds reported $644M of First Trust Indxx NextG ETF stock for Q1 2021, up 20% quarter-over-quarter.
- 30 funds opened new First Trust Indxx NextG ETF positions in Q1 2021 and 4 closed out, a net change of +26 holders.
- The largest First Trust Indxx NextG ETF buyer in Q1 2021 was UBS Group, an estimated $10.7M added.
- The largest First Trust Indxx NextG ETF seller in Q1 2021 was Avantax Advisory Services, an estimated $8.11M sold.
Based on aggregated 13F filings for Q1 2021.