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First Trust Nasdaq-100 Select Equal Weight ETF

122 hedge funds and large institutions have $489M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

13% more funds holding

Funds holding: 108122 (+14)

2.17% more ownership

Funds ownership: 55.51%57.68% (+2.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
46
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$347K -$37.4K -513 -11%
PWA
77
Peterson Wealth Advisors
Utah
$324K -$70.6K -969 -19%
LS
78
Leelyn Smith
Illinois
$298K +$15.9K +218 +6%
V
79
Veritable
Delaware
$296K
IFWM
80
Institute for Wealth Management
Colorado
$280K
MIG
81
McGuire Investment Group
Rhode Island
$278K
US Bancorp
82
US Bancorp
Minnesota
$267K -$18.3K -251 -7%
FAM
83
Formidable Asset Management
Ohio
$262K +$231K +3,164 New
UCFA
84
United Capital Financial Advisors
Texas
$255K +$233K +3,195 New
HIA
85
Harbor Investment Advisory
Maryland
$252K +$7.29K +100 +3%
Fisher Asset Management
86
Fisher Asset Management
Washington
$252K +$229K +3,149 New
NFC
87
Northeast Financial Consultants
Connecticut
$251K +$229K +3,141 New
MML Investors Services
88
MML Investors Services
Massachusetts
$246K +$225K +3,085 New
WOSD
89
WFA of San Diego
California
$242K +$231K +3,164 New
AFS
90
Aft Forsyth & Sober
Florida
$234K +$38.2K +525 +22%
RJT
91
Raymond James Trust
Florida
$234K +$214K +2,932 New
BFG
92
Bouchey Financial Group
New York
$232K +$211K +2,898 New
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$232K +$212K +2,905 New
SG
94
StoneX Group
New York
$218K +$199K +2,725 New
APP
95
Avantax Planning Partners
Iowa
$204K +$186K +2,549 New
GWS
96
Glassman Wealth Services
Virginia
$198K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$188K
1W
98
1776 Wealth
Georgia
$186K +$170K +2,338 New
SFS
99
Sowell Financial Services
Arkansas
$150K +$15.2K +208 +12%
PAI
100
Pittenger & Anderson Inc
Nebraska
$140K

QQEW Hedge Fund Activity: Q2 2020 in Review

122 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q2 2020, worth a combined $489M — up 36% from $358M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QQEW positions and 9 closed out — a net gain of 14 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Savior LLC, cutting an estimated $8.37M.

  • 122 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q2 2020, up from 108 in Q1 2020.
  • Funds reported $489M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q2 2020, up 36% quarter-over-quarter.
  • 23 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q2 2020 and 9 closed out, a net change of +14 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q2 2020 was Morgan Stanley, an estimated $16.4M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q2 2020 was Savior LLC, an estimated $8.37M sold.

Based on aggregated 13F filings for Q2 2020.