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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
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$29K +$560 +6 +2%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$24K -$4.76K -51 -17%
CAL
128
Capital Analysts LLC
Pennsylvania
$20K
SFPG
129
Stonebridge Financial Planning Group
Florida
$15K -$11.7K -125 -45%
SL
130
Savior LLC
Massachusetts
$11K
BEI
131
Benjamin Edwards Inc
Missouri
$7K -$13.6K -146 -67%
CFA
132
Carroll Financial Associates
North Carolina
$5K
TRCT
133
Tower Research Capital (TRC)
New York
$3K -$381K -4,080 -99%
APA
134
American Portfolios Advisors
New York
$1.92K
TAM
135
Tucker Asset Management
Colorado
$1.51K +$1.4K +15 New
LAS
136
Lloyd Advisory Services
Georgia
$1K -$280 -3 -30%
TI
137
tru Independence
Oregon
$159 +$148K +1,581 New
WI
138
Wintrust Investments
Illinois
-$3.58M -41,452 Closed
ACA
139
Aptus Capital Advisors
Alabama
-$2.46M -28,437 Closed
CWM
140
Cornerstone Wealth Management
Missouri
-$437K -5,062 Closed
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
-$256K -2,963 Closed
SG
142
StoneX Group
New York
-$230K -2,660 Closed
MRCM
143
M&R Capital Management
New Jersey
-$138K -1,600 Closed
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
-$21K -245 Closed
HWA
145
HHM Wealth Advisors
Tennessee
-$11K -129 Closed
Simplex Trading
146
Simplex Trading
Illinois
-$8K -94 Closed
CFD
147
Creative Financial Designs
Indiana
-$3K -35 Closed

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.