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First Trust Indxx NextG ETF

142 hedge funds and large institutions have $576M invested in First Trust Indxx NextG ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding

Funds holding: 142142 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.56% less ownership

Funds ownership: 61.79%60.23% (-1.6%)

14% less capital invested

Capital invested by funds: $668M → $576M (-$92.5M)

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
54
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$186M -$2.89M -37,610 -2%
UBS Group
2
UBS Group
Switzerland
$48.3M -$18.3M -237,889 -27%
Morgan Stanley
3
Morgan Stanley
New York
$45.8M -$8.06M -104,863 -15%
LPL Financial
4
LPL Financial
California
$34.8M -$621K -8,074 -2%
Bank of America
5
Bank of America
North Carolina
$32.1M -$1.41M -18,358 -4%
Wells Fargo
6
Wells Fargo
California
$23.9M -$2.51M -32,671 -9%
RJA
7
Raymond James & Associates
Florida
$16M -$1.7M -22,059 -9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M -$5.32M -69,148 -29%
Stifel Financial
9
Stifel Financial
Missouri
$12M -$258K -3,360 -2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$10.3M +$589K +7,661 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.1M -$1.96M -25,492 -18%
KAS
12
Kestra Advisory Services
Texas
$10.1M -$2.54M -33,089 -20%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.26M -$552K -7,179 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.96M +$1.12M +14,541 +23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.58M +$4.57M +59,445 +414%
PAG
16
Private Advisor Group
New Jersey
$5.04M +$39.6K +515 +0.8%
Jane Street
17
Jane Street
New York
$4.99M +$5.05M +65,694 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.84M +$178K +2,310 +4%
SWAG
19
Spectrum Wealth Advisory Group
California
$4.61M +$1.25M +16,300 +37%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.98M -$3.16M -41,138 -44%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$3.23M -$51.3K -668 -2%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$3.17M +$65.3K +850 +2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$3.08M -$1.19M -15,545 -28%
AI
24
Atria Investments
North Carolina
$2.85M +$450K +5,851 +18%
Mariner
25
Mariner
Kansas
$2.82M +$797K +10,367 +39%

NXTG Hedge Fund Activity: Q1 2022 in Review

142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2022, worth a combined $576M — down 14% from $668M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NXTG positions and 12 closed out — a net gain of 3 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.05M. The largest seller was UBS Group, cutting an estimated $18.3M.

  • 142 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $576M of First Trust Indxx NextG ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 15 funds opened new First Trust Indxx NextG ETF positions in Q1 2022 and 12 closed out, a net change of +3 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2022 was Jane Street, an estimated $5.05M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2022 was UBS Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2022.