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First Trust Nasdaq-100 Select Equal Weight ETF

231 hedge funds and large institutions have $1.34B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 227231 (+4)

1.09% less ownership

Funds ownership: 65.92%64.83% (-1.1%)

7% less capital invested

Capital invested by funds: $1.44B → $1.34B (-$101M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
62
Reduced
92
Closed
20
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$4.55K +$4.48K +37 New
SFA
227
Semmax Financial Advisors
North Carolina
$4.43K +$4.48K +37 New
FFA
228
Farther Finance Advisors
California
$3.09K +$3.02K +25 New
GTAM
229
Global Trust Asset Management
Florida
$3.08K -$126K -1,040 -98%
TAM
230
Tucker Asset Management
Colorado
$2.71K
CFD
231
Creative Financial Designs
Indiana
$1.37K
PB
232
Pinnacle Bancorp
Nebraska
$616
HFA
233
Hershey Financial Advisers
Pennsylvania
$12
DWM
234
Darwin Wealth Management
Florida
-$5.27M -42,535 Closed
DWM
235
Dynasty Wealth Management
Florida
-$4.13M -33,304 Closed
IPW
236
IronBridge Private Wealth
Texas
-$3.58M -28,881 Closed
FTUS
237
Flow Traders U.S.
New York
-$2.29M -18,442 Closed
PWS
238
Precision Wealth Strategies
Missouri
-$988K -7,978 Closed
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
-$682K -5,466 Closed
QWP
240
Quotient Wealth Partners
Texas
-$626K -5,052 Closed
BAM
241
Belpointe Asset Management
Nevada
-$625K -5,047 Closed
EA
242
Ergawealth Advisors
Illinois
-$418K -3,377 Closed
SP
243
Sequent Planning
Nebraska
-$402K -3,244 Closed
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
-$297K -2,400 Closed
LNC
245
Lincoln National Corp
Pennsylvania
-$296K -2,389 Closed
WWM
246
Western Wealth Management
Colorado
-$222K -1,789 Closed
CA
247
CoreCap Advisors
Michigan
-$128K -1,031 Closed
Barclays
248
Barclays
United Kingdom
-$38.2K -308 Closed
FGAM
249
Financial Gravity Asset Management
Texas
-$18.6K -157 Closed
GIA
250
GHP Investment Advisors
Colorado
-$17.2K -139 Closed

QQEW Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q2 2024, worth a combined $1.34B — down 7% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new QQEW positions and 20 closed out — a net gain of 7 holders — while 62 added to existing stakes and 92 trimmed.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $14.7M. The largest seller was Affinity Wealth Management, cutting an estimated $24.1M.

  • 231 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.34B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 27 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q2 2024 and 20 closed out, a net change of +7 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q2 2024 was Atlas Private Wealth Advisors, an estimated $14.7M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q2 2024 was Affinity Wealth Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2024.