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First Trust NASDAQ ABA Community Bank Index Fund

63 hedge funds and large institutions have $119M invested in First Trust NASDAQ ABA Community Bank Index Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more capital invested

Capital invested by funds: $41.3M → $119M (+$78M)

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

34% more funds holding

Funds holding: 4763 (+16)

20.51% more ownership

Funds ownership: 48.23%68.74% (+21%)

Holders
63
Holders Change
+16
Holders Change %
+34.04%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
20
Reduced
9
Closed
9
Calls
$310K
Puts
Net Calls
+$310K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$27.9K
GRP
52
Global Retirement Partners
California
$26.6K +$8.16K +150 +42%
SA
53
SRH Advisors
Kansas
$24K
HWA
54
HHM Wealth Advisors
Tennessee
$16K -$22.5K -413 -58%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$16K
SWM
56
Spire Wealth Management
Virginia
$16K +$11.2K +206 +193%
SPIA
57
Steward Partners Investment Advisory
New York
$15.8K
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$7.89K +$8.16K +150 New
MWM
59
MinichMacGregor Wealth Management
New York
$3.05K +$3.16K +58 New
NA
60
NewEdge Advisors
Louisiana
$1.74K +$142K +2,615 New
PAG
61
Private Advisor Group
New Jersey
$1.62K +$1.68M +30,838 New
AWM
62
Accurate Wealth Management
Florida
$581 +$599 +11 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$53 +$54 +1 New
Citadel Advisors
64
Citadel Advisors
Florida
-$2.65M -52,534 Closed
TRCT
65
Tower Research Capital (TRC)
New York
-$848K -16,837 Closed
AAS
66
Ameritas Advisory Services
Nebraska
-$301K -5,977 Closed
TSS
67
Two Sigma Securities
New York
-$243K -4,825 Closed
OIA
68
OneDigital Investment Advisors
Kansas
-$228K -4,530 Closed
DADC
69
D.A. Davidson & Co
Montana
-$226K -4,491 Closed
WDL
70
Well Done LLC
Michigan
-$203K -4,028 Closed
GWSG
71
GPS Wealth Strategies Group
Colorado
-$2K -46 Closed
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
-$1K -20 Closed

QABA Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ ABA Community Bank Index Fund (QABA) for Q4 2022, worth a combined $119M — up 189% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new QABA positions and 9 closed out — a net gain of 16 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.65M sold.

  • 63 institutional investors held First Trust NASDAQ ABA Community Bank Index Fund (QABA) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $119M of First Trust NASDAQ ABA Community Bank Index Fund stock for Q4 2022, up 189% quarter-over-quarter.
  • 25 funds opened new First Trust NASDAQ ABA Community Bank Index Fund positions in Q4 2022 and 9 closed out, a net change of +16 holders.
  • The largest First Trust NASDAQ ABA Community Bank Index Fund buyer in Q4 2022 was Morgan Stanley, an estimated $16.2M added.
  • The largest First Trust NASDAQ ABA Community Bank Index Fund seller in Q4 2022 was Citadel Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2022.