We are live on ! Find out more
QQEW icon

First Trust Nasdaq-100 Select Equal Weight ETF

199 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $374K

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 197199 (+2)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.61M)

1.31% less ownership

Funds ownership: 67.32%66.01% (-1.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
25
Increased
79
Reduced
59
Closed
20
Calls
$2.62M
Puts
$374K
Net Calls
+$2.25M
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$780K +$4.73K +44 +0.6%
CRWM
102
Castle Rock Wealth Management
California
$716K
AWA
103
Arkadios Wealth Advisors
Georgia
$694K -$174K -1,619 -20%
OA
104
Oxbow Advisors
Texas
$683K -$397K -3,688 -36%
KWM
105
Kingsview Wealth Management
Oregon
$590K -$96.6K -898 -14%
Renaissance Technologies
106
Renaissance Technologies
New York
$582K -$603K -5,600 -50%
HI
107
Harbour Investments
Wisconsin
$564K -$1.17M -10,857 -67%
CF
108
Centaurus Financial
California
$537K +$555K +5,160 New
LS
109
Leelyn Smith
Illinois
$536K +$1.94K +18 +0.4%
PFS
110
Prospera Financial Services
Texas
$522K +$131K +1,222 +32%
HA
111
Herold Advisors
New York
$520K +$118K +1,100 +28%
CA
112
Cetera Advisors
Colorado
$519K +$10.2K +95 +2%
BPA
113
Beacon Pointe Advisors
California
$507K +$525K +4,875 New
EA
114
Ergawealth Advisors
Illinois
$505K +$29.1K +270 +6%
PWS
115
Precision Wealth Strategies
Missouri
$499K -$713K -6,623 -58%
PFA
116
Plotkin Financial Advisors
Maryland
$493K
WCM
117
Washburn Capital Management
Florida
$488K -$1.08K -10 -0.2%
PJSIMP
118
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K
KWS
119
Keystone Wealth Services
California
$478K -$5.38K -50 -1%
GG
120
GenWealth Group
New Jersey
$476K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$468K +$484K +4,499 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$459K +$475K +4,416 New
TSWM
123
Tyler-Stone Wealth Management
Ohio
$459K +$27.1K +252 +6%
BFG
124
Bouchey Financial Group
New York
$457K +$19.8K +184 +4%
PVI
125
Pine Valley Investments
New Jersey
$448K +$28.2K +262 +6%

QQEW Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q3 2023, worth a combined $1.25B — up 0.29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new QQEW positions and 20 closed out — a net gain of 5 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $15M.

  • 199 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q3 2023, up from 197 in Q2 2023.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q3 2023, up 0.29% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q3 2023 and 20 closed out, a net change of +5 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q3 2023 was LPL Financial, an estimated $25.1M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q3 2023 was Osaic Holdings, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2023.