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First Trust Nasdaq-100 Select Equal Weight ETF

245 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 222245 (+23)

3.17% more ownership

Funds ownership: 63.96%67.12% (+3.2%)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.01M)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
75
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Barrett & Company
Rhode Island
$599K +$16.8K +131 +3%
HA
127
Herold Advisors
New York
$592K +$128 +1 +0%
KWS
128
Keystone Wealth Services
California
$574K
BW
129
BIP Wealth
Georgia
$573K
PW
130
Potentia Wealth
California
$569K +$584K +4,554 New
WIA
131
World Investment Advisors
California
$563K +$77.9K +608 +16%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$561K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$556K +$101K +786 +21%
SPC
134
Sigma Planning Corp
Michigan
$534K +$243K +1,893 +79%
OIA
135
OneDigital Investment Advisors
Kansas
$511K -$1.54K -12 -0.3%
RCA
136
Runnymede Capital Advisors
Ohio
$506K +$519K +4,050 New
PNC
137
Park National Corp
Ohio
$490K +$99.1K +773 +25%
AFS
138
Aft Forsyth & Sober
Florida
$484K
SCA
139
Snowden Capital Advisors
New York
$481K +$51.3K +400 +12%
PSCM
140
Per Stirling Capital Management
Texas
$464K
ASN
141
Advisory Services Network
Georgia
$464K -$42K -328 -8%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$462K
FFA
143
Founders Financial Alliance
North Carolina
$448K +$128 +1 +0%
SOS
144
Silver Oak Securities
Tennessee
$438K +$448K +3,492 New
GVAG
145
Great Valley Advisor Group
Delaware
$426K -$17.9K -140 -4%
TI
146
tru Independence
Oregon
$424K +$384 +3 +0.1%
MGIA
147
Moneta Group Investment Advisors
Missouri
$404K +$4.36K +34 +1%
NFC
148
Northeast Financial Consultants
Connecticut
$393K +$384 +3 +0.1%
WI
149
Wintrust Investments
Illinois
$389K -$16.7K -130 -4%
GG
150
GenWealth Group
New Jersey
$377K

QQEW Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2024, worth a combined $1.25B — up 0.24% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new QQEW positions and 14 closed out — a net gain of 29 holders — while 75 added to existing stakes and 77 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 245 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 43 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2024 and 14 closed out, a net change of +29 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $17.5M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2024.