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First Trust Nasdaq-100 Select Equal Weight ETF
QQEW

166 hedge funds and large institutions have $643M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

8% more funds holding

Funds holding: 153 → 166 (+13)

2% more capital invested

Capital invested by funds: $628M → $643M (+$14.6M)

1.3% less ownership

Funds ownership: 60.52% → 59.21% (-1.3%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
58
Reduced
49
Closed
14
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$15.5M
2
Morgan Stanley
Morgan Stanley
New York
+$12.8M
3
KPWS
Kestra Private Wealth Services
Texas
+$7.43M
4
BWA
BDO Wealth Advisors
Florida
+$3.49M
5
LPL Financial
LPL Financial
California
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$49.1M
2
AWM
Affinity Wealth Management
Delaware
-$22.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.89M
4
FFG
Frisch Financial Group
New York
-$4.82M
5
Goldman Sachs
Goldman Sachs
New York
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
101
StoneX Group
New York
$345K -$7.14K -80 -2%
NFG
102
Norris Financial Group
South Carolina
$343K +$345K +3,867 New
IFG
103
Independent Financial Group
California
$336K +$1.16K +13 +0.3%
TIM
104
Total Investment Management
Arizona
$331K -$49.1M -550,127 -99%
V
105
Veritable
Delaware
$328K – – –
PWA
106
Peterson Wealth Advisors
Utah
$318K +$1.07K +12 +0.3%
FFA
107
Founders Financial Alliance
North Carolina
$317K +$89 +1 +0%
APP
108
Avantax Planning Partners
Iowa
$313K – – –
REMPR
109
Roof Eidam Maycock Peralta (REMP)
California
$311K -$571K -6,399 -65%
RW
110
Rede Wealth
Virginia
$294K -$29K -325 -9%
RWPA
111
Richard W. Paul & Associates
Michigan
$291K +$292K +3,274 New
NFC
112
Northeast Financial Consultants
Connecticut
$279K – – –
HIA
113
Harbor Investment Advisory
Maryland
$273K – – –
WT
114
Whittier Trust
California
$271K – – –
IFWM
115
Institute for Wealth Management
Colorado
$264K – – –
MIG
116
McGuire Investment Group
Rhode Island
$255K – – –
BC
117
Barrett & Company
Rhode Island
$249K – – –
ATPW
118
Ashton Thomas Private Wealth
Arizona
$231K +$2.14K +24 +0.9%
Wealthfront Advisers
119
Wealthfront Advisers
California
$228K -$51.8K -580 -18%
UCFA
120
United Capital Financial Advisors
Texas
$220K -$7.23K -81 -3%
OA
121
Operose Advisors
Wisconsin
$207K – – –
IA
122
IFG Advisory
Georgia
$206K +$208K +2,327 New
GCAC
123
Guardian Capital Advisors (Canada)
Ontario, Canada
$206K +$196K +2,200 New
LNC
124
Lincoln National Corp
Pennsylvania
$204K -$18.7K -209 -8%
FAIM
125
Financial Advocates Investment Management
Washington
$203K +$204K +2,286 New
3 4
5
6 7

QQEW Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2022, worth a combined $643M — up 2.3% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QQEW positions and 14 closed out — a net gain of 17 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.5M. The largest seller was Total Investment Management, cutting an estimated $49.1M.

  • 166 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2022, up from 153 in Q3 2022.
  • Funds reported $643M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2022, up 2.3% quarter-over-quarter.
  • 31 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2022 and 14 closed out, a net change of +17 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2022 was Wells Fargo, an estimated $15.5M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2022 was Total Investment Management, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2022.