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First Trust Indxx NextG ETF

112 hedge funds and large institutions have $176M invested in First Trust Indxx NextG ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

4% less capital invested

Capital invested by funds: $184M → $176M (-$8.06M)

1.06% less ownership

Funds ownership: 47.01%45.95% (-1.1%)

2% less funds holding

Funds holding: 114112 (-2)

62% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 52

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.3M -$202K -2,569 -1%
UBS Group
2
UBS Group
Switzerland
$19.1M -$875K -11,144 -5%
LPL Financial
3
LPL Financial
California
$17.8M -$1.66M -21,163 -9%
AAS
4
Avantax Advisory Services
Texas
$9.59M -$66.4K -845 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.43M -$151K -1,927 -2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.03M -$338K -4,306 -5%
Wells Fargo
7
Wells Fargo
California
$5.66M -$644K -8,203 -11%
Bank of America
8
Bank of America
North Carolina
$5.43M -$302K -3,843 -5%
RJA
9
Raymond James & Associates
Florida
$5.22M -$1.73M -21,990 -26%
KAS
10
Kestra Advisory Services
Texas
$4.76M +$229K +2,920 +5%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$4.56M +$29.9K +381 +0.7%
PAG
12
Private Advisor Group
New Jersey
$3.54M -$64.6K -823 -2%
Mariner
13
Mariner
Kansas
$3.13M +$4.48K +57 +0.1%
Stifel Financial
14
Stifel Financial
Missouri
$3.1M -$525K -6,687 -15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.07M -$228K -2,907 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$2.61M +$2.51M +31,915 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.54M -$1.36M -17,329 -36%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.5M -$210K -2,670 -8%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.13M -$687K -8,752 -25%
CWM
20
Concentrum Wealth Management
California
$2.12M +$46.6K +593 +2%
FPB
21
First PREMIER Bank
South Dakota
$2.08M
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.99M -$348K -4,432 -15%
Jane Street
23
Jane Street
New York
$1.97M -$4.22M -53,776 -69%
NA
24
NewEdge Advisors
Louisiana
$1.74M -$72.7K -926 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.62M -$75.6K -962 -5%

NXTG Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2024, worth a combined $176M — down 4.4% from $184M a quarter earlier.

Fund positioning in NXTG was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 52 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.51M. The largest seller was Jane Street, cutting an estimated $4.22M.

  • 112 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $176M of First Trust Indxx NextG ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2024 was Citadel Advisors, an estimated $2.51M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2024 was Jane Street, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2024.