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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
FAIM
101
Financial Advocates Investment Management
Washington
$237K +$93 +1 +0%
HighTower Advisors
102
HighTower Advisors
Illinois
$226K +$225K +2,413 New
GWS
103
Glassman Wealth Services
Virginia
$221K
AFS
104
Aft Forsyth & Sober
Florida
$219K -$70K -750 -26%
Creative Planning
105
Creative Planning
Kansas
$219K +$203K +2,170 New
MML Investors Services
106
MML Investors Services
Massachusetts
$217K -$68.9K -738 -26%
BPA
107
Beacon Pointe Advisors
California
$215K +$199K +2,127 New
SMC
108
Smith, Moore & Co
Missouri
$214K +$198K +2,126 New
CF
109
Centaurus Financial
California
$189K +$840 +9 +0.5%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$188K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$150K -$1.87K -20 -1%
CFGS
112
Concourse Financial Group Securities
Alabama
$149K -$4.57K -49 -3%
HFA
113
Hoover Financial Advisors
Pennsylvania
$148K +$135K +1,442 New
GWM
114
Geneos Wealth Management
Colorado
$125K -$19.8K -212 -13%
PAI
115
Pittenger & Anderson Inc
Nebraska
$121K -$51.3K -550 -31%
AAP
116
Arax Advisory Partners
Colorado
$84K -$19.1K -205 -20%
JCM
117
Jacobi Capital Management
Pennsylvania
$80K +$93 +1 +0.1%
IA
118
IFP Advisors
Florida
$64K -$1.12M -12,005 -95%
SWA
119
Sutton Wealth Advisors
Florida
$64K
VFA
120
Valeo Financial Advisors
Indiana
$56K +$25.7K +275 +98%
NFG
121
Next Financial Group
Texas
$44K -$1.65M -17,642 -98%
TFGT
122
TS Financial Group (TSFG)
Illinois
$43K +$39.7K +425 New
CWA
123
Clearview Wealth Advisors
Oregon
$38K +$34.8K +373 New
D
124
Diversified
Delaware
$36K +$39.2K +420 New
LFG
125
Larson Financial Group
Missouri
$32K

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.