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First Trust Nasdaq-100 Select Equal Weight ETF

231 hedge funds and large institutions have $1.34B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 227231 (+4)

1.09% less ownership

Funds ownership: 65.92%64.83% (-1.1%)

7% less capital invested

Capital invested by funds: $1.44B → $1.34B (-$101M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
62
Reduced
92
Closed
20
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
126
Keystone Wealth Services
California
$566K
BC
127
Barrett & Company
Rhode Island
$562K -$20K -165 -3%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$554K
SPC
129
Sigma Planning Corp
Michigan
$543K +$221K +1,826 +71%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$541K +$407K +3,367 +330%
SCA
131
Snowden Capital Advisors
New York
$511K +$121 +1 +0%
OIA
132
OneDigital Investment Advisors
Kansas
$506K -$119K -984 -19%
ASN
133
Advisory Services Network
Georgia
$498K -$92.8K -767 -16%
BFG
134
Bouchey Financial Group
New York
$483K +$9.07K +75 +2%
AWA
135
Arkadios Wealth Advisors
Georgia
$480K -$134K -1,105 -22%
PS
136
Principal Securities
Iowa
$474K -$298K -2,459 -39%
WIA
137
World Investment Advisors
California
$468K +$6.05K +50 +1%
PSCM
138
Per Stirling Capital Management
Texas
$458K +$45.9K +379 +11%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$456K -$24.2K -200 -5%
SS
140
Sunbelt Securities
Texas
$442K -$16.8K -139 -4%
FFA
141
Founders Financial Alliance
North Carolina
$442K +$121 +1 +0%
GVAG
142
Great Valley Advisor Group
Delaware
$437K +$20K +165 +5%
TI
143
tru Independence
Oregon
$417K +$726 +6 +0.2%
LFAS
144
Level Four Advisory Services
Texas
$416K +$8.23K +68 +2%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$404K +$62.8K +519 +19%
MGIA
146
Moneta Group Investment Advisors
Missouri
$394K -$119K -981 -23%
PNC
147
Park National Corp
Ohio
$388K +$381K +3,148 New
NFC
148
Northeast Financial Consultants
Connecticut
$388K
PPWP
149
Premier Path Wealth Partners
New Jersey
$379K +$372K +3,074 New
PWM
150
Purus Wealth Management
California
$378K +$21.2K +175 +6%

QQEW Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q2 2024, worth a combined $1.34B — down 7% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new QQEW positions and 20 closed out — a net gain of 7 holders — while 62 added to existing stakes and 92 trimmed.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $14.7M. The largest seller was Affinity Wealth Management, cutting an estimated $24.1M.

  • 231 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.34B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 27 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q2 2024 and 20 closed out, a net change of +7 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q2 2024 was Atlas Private Wealth Advisors, an estimated $14.7M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q2 2024 was Affinity Wealth Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2024.