We are live on ! Find out more
QQEW icon

First Trust Nasdaq-100 Select Equal Weight ETF

245 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 222245 (+23)

3.17% more ownership

Funds ownership: 63.96%67.12% (+3.2%)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.01M)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
75
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$3.72M +$3.81M +29,734 New
DC
52
Davenport & Co
Virginia
$3.71M -$253K -1,975 -6%
PFS
53
Prospera Financial Services
Texas
$3.53M -$548K -4,280 -13%
SWM
54
Spire Wealth Management
Virginia
$3.38M +$3.47M +27,050 New
CAM
55
Cozad Asset Management
Illinois
$3.22M -$14.6K -114 -0.4%
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.81M +$86.9K +678 +3%
NA
57
NewEdge Advisors
Louisiana
$2.79M -$130K -1,014 -4%
CCFM
58
Clear Creek Financial Management
Washington
$2.73M +$481K +3,757 +21%
BRWA
59
B. Riley Wealth Advisors
Florida
$2.7M +$126K +984 +5%
PAG
60
Private Advisor Group
New Jersey
$2.64M -$3.58M -27,953 -57%
AAS
61
Avantax Advisory Services
Texas
$2.5M -$70.6K -551 -3%
BAAM
62
Baker Avenue Asset Management
California
$2.41M +$30.6K +239 +1%
SFS
63
Sowell Financial Services
Arkansas
$2.41M +$214K +1,670 +9%
KDA
64
Kraft Davis & Associates
Missouri
$2.3M +$114K +888 +5%
MIM
65
Marshall Investment Management
Colorado
$2.17M +$2.21M +17,266 New
DADC
66
D.A. Davidson & Co
Montana
$2.14M +$634K +4,944 +41%
Goldman Sachs
67
Goldman Sachs
New York
$2.03M -$4.35M -33,978 -68%
LIA
68
Luken Investment Analytics
Tennessee
$1.92M +$41K +320 +2%
IPW
69
IronBridge Private Wealth
Texas
$1.91M -$126K -981 -6%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$1.86M -$10.1K -79 -0.5%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$1.77M +$763K +5,955 +72%
BHBT
72
Burke & Herbert Bank & Trust
Virginia
$1.72M
AWA
73
Arkadios Wealth Advisors
Georgia
$1.7M +$160K +1,251 +10%
IFG
74
Independent Financial Group
California
$1.7M +$11.3K +88 +0.7%
SAM
75
Secure Asset Management
Michigan
$1.69M +$74.2K +579 +4%

QQEW Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2024, worth a combined $1.25B — up 0.24% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new QQEW positions and 14 closed out — a net gain of 29 holders — while 75 added to existing stakes and 77 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 245 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 43 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2024 and 14 closed out, a net change of +29 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $17.5M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2024.