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First Trust Nasdaq-100 Select Equal Weight ETF

174 hedge funds and large institutions have $814M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

9% more funds holding

Funds holding: 159174 (+15)

9% more capital invested

Capital invested by funds: $750M → $814M (+$64.5M)

1.01% more ownership

Funds ownership: 57.53%58.54% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
174
Holders Change
+15
Holders Change %
+9.43%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
56
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$5.07M -$1.87M -16,041 -27%
SWM
27
Shakespeare Wealth Management
Wisconsin
$4.47M +$72.8K +625 +2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.27M -$5.93M -50,955 -59%
WI
29
Wintrust Investments
Illinois
$4.26M +$125K +1,070 +3%
ICG
30
InterOcean Capital Group
Tennessee
$4.21M +$326K +2,800 +9%
IAIM
31
International Assets Investment Management
Florida
$4.02M -$77.9K -669 -2%
Goldman Sachs
32
Goldman Sachs
New York
$3.72M
AFP
33
Ausdal Financial Partners
Iowa
$3.7M -$116K -1,000 -3%
SWM
34
Spire Wealth Management
Virginia
$3.54M +$34K +292 +1%
AFS
35
Access Financial Services
Minnesota
$3.43M -$1.4M -11,989 -29%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$3.18M +$2.37M +20,369 +316%
WWM
37
Western Wealth Management
Colorado
$2.89M +$2.84M +24,383 New
EH
38
Equitable Holdings
New York
$2.84M +$2.52M +21,641 +917%
CAM
39
Cozad Asset Management
Illinois
$2.79M +$55.9K +480 +2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2.63M +$51.9K +446 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.44M +$58.2K +500 +2%
VA
42
Valmark Advisers
Ohio
$2.42M -$1.33M -11,451 -36%
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.28M +$2.24M +19,281 New
NA
44
NewEdge Advisors
Louisiana
$2.18M +$99.3K +853 +5%
GSC
45
G&S Capital
Colorado
$2.06M -$2.22M -19,086 -52%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.79M -$183K -1,574 -9%
TA
47
TKG Advisors
Indiana
$1.74M +$1.71M +14,659 New
CIBC World Market
48
CIBC World Market
Ontario, Canada
$1.7M +$10.2K +88 +0.6%
OIA
49
OneDigital Investment Advisors
Kansas
$1.68M +$492K +4,222 +43%
PAG
50
Private Advisor Group
New Jersey
$1.67M +$17.9K +154 +1%

QQEW Hedge Fund Activity: Q4 2021 in Review

174 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2021, worth a combined $814M — up 8.6% from $750M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QQEW positions and 15 closed out — a net gain of 17 holders — while 56 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was UBS Group, cutting an estimated $13.4M.

  • 174 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2021, up from 159 in Q3 2021.
  • Funds reported $814M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 32 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2021 and 15 closed out, a net change of +17 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2021 was Morgan Stanley, an estimated $13.6M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2021 was UBS Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2021.