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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
Morgan Stanley
1
Morgan Stanley
New York
$25.3M -$1.28M -18,500 -5%
UBS Group
2
UBS Group
Switzerland
$22.4M -$2.24M -32,376 -9%
LPL Financial
3
LPL Financial
California
$20M +$234K +3,380 +1%
AAS
4
Avantax Advisory Services
Texas
$11.2M -$269K -3,893 -2%
Jane Street
5
Jane Street
New York
$10.8M +$6.5M +94,028 +168%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.53M -$96.8K -1,400 -1%
RJA
7
Raymond James & Associates
Florida
$7.38M -$1.9M -27,438 -21%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$7.01M -$483K -6,977 -7%
Bank of America
9
Bank of America
North Carolina
$5.57M -$765K -11,057 -12%
Wells Fargo
10
Wells Fargo
California
$5.3M -$377K -5,447 -7%
Stifel Financial
11
Stifel Financial
Missouri
$4.84M -$455K -6,582 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.43M -$722K -10,438 -14%
PAG
13
Private Advisor Group
New Jersey
$3.7M -$279K -4,027 -7%
KAS
14
Kestra Advisory Services
Texas
$3.6M +$220K +3,181 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.31M -$175K -2,534 -5%
Mariner
16
Mariner
Kansas
$3.19M -$49.9K -721 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.08M -$2.82M -40,763 -49%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$3.01M -$17.6K -255 -0.6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.86M -$436K -6,300 -14%
Citadel Advisors
20
Citadel Advisors
Florida
$2.09M +$55.3K +799 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.06M +$172K +2,493 +10%
FPB
22
First PREMIER Bank
South Dakota
$1.91M -$272K -3,934 -13%
CWM
23
Concentrum Wealth Management
California
$1.62M +$14.6K +211 +0.9%
NA
24
NewEdge Advisors
Louisiana
$1.54M -$203K -2,941 -12%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$1.46M -$17.1K -247 -1%

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.