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First Trust Nasdaq-100 Select Equal Weight ETF

136 hedge funds and large institutions have $697M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

31% more capital invested

Capital invested by funds: $530M → $697M (+$166M)

8% more funds holding

Funds holding: 126136 (+10)

1.87% more ownership

Funds ownership: 57.55%59.42% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

33% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 57

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
38
Reduced
57
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$1.24M +$28K +300 +3%
OIA
52
OneDigital Investment Advisors
Kansas
$1.13M +$33K +354 +3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.12M +$429K +4,594 +70%
KA
54
Kovack Advisors
Florida
$971K -$101K -1,082 -10%
CRWM
55
Castle Rock Wealth Management
California
$962K +$863K +9,245 New
PTC
56
Private Trust Company
Ohio
$906K
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$905K
BWP
58
Bernardo Wealth Planning
Pennsylvania
$857K
IFG
59
Independent Financial Group
California
$843K +$99.4K +1,065 +15%
LS
60
Leelyn Smith
Illinois
$843K +$444K +4,755 +132%
CWS
61
Cypress Wealth Services
California
$798K +$739K +7,914 New
DADC
62
D.A. Davidson & Co
Montana
$728K -$86.8K -930 -11%
AAS
63
Avantax Advisory Services
Texas
$725K -$1.67M -17,938 -71%
GIA
64
Gladstone Institutional Advisory
Florida
$724K -$876K -9,387 -57%
GT
65
Glenmede Trust
Pennsylvania
$721K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$709K -$32.5K -348 -5%
PAG
67
Private Advisory Group
Washington
$654K +$605K +6,481 New
Citigroup
68
Citigroup
New York
$568K -$18.7K -200 -3%
AWA
69
Arkadios Wealth Advisors
Georgia
$524K +$373 +4 +0.1%
GG
70
GenWealth Group
New Jersey
$517K
FFA
71
Founders Financial Alliance
North Carolina
$500K -$140K -1,500 -23%
SS
72
Sunbelt Securities
Texas
$500K -$5.51K -59 -1%
FWM
73
Foresight Wealth Management
Utah
$480K
SPIA
74
Steward Partners Investment Advisory
New York
$459K +$93 +1 +0%
CAN
75
Claraphi Advisory Network
United States
$431K +$7.84K +84 +2%

QQEW Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2020, worth a combined $697M — up 31% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new QQEW positions and 10 closed out — a net gain of 11 holders — while 38 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.82M.

  • 136 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $697M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 21 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2020 was Morgan Stanley, an estimated $65.4M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2020.