We are live on ! Find out more
QQEW icon

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
GG
151
GenWealth Group
New Jersey
$372K
HIA
152
Harbor Investment Advisory
Maryland
$366K -$1.54M -12,691 -81%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$366K
IFWM
154
Institute for Wealth Management
Colorado
$366K
Creative Planning
155
Creative Planning
Kansas
$358K +$24.6K +203 +8%
MOS
156
MGO One Seven
Ohio
$341K +$335K +2,766 New
PWA
157
Peterson Wealth Advisors
Utah
$337K +$605 +5 +0.2%
AF
158
Apollon Financial
South Carolina
$324K
EFS
159
Essex Financial Services
Connecticut
$321K -$24.4K -202 -7%
WCM
160
Washburn Capital Management
Florida
$319K -$51.4K -425 -14%
WT
161
Whittier Trust
California
$308K
VFA
162
Valeo Financial Advisors
Indiana
$292K
OA
163
Operose Advisors
Wisconsin
$287K
SAM
164
Smartleaf Asset Management
Massachusetts
$286K
AWM
165
Affinity Wealth Management
Delaware
$283K -$24.1M -198,979 -99%
IA
166
IFP Advisors
Florida
$280K -$488K -4,037 -64%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$280K -$42.6K -352 -13%
CI
168
Ceera Investments
Texas
$275K
AAS
169
Ameritas Advisory Services
Nebraska
$275K -$2.81M -23,232 -91%
RIA
170
Realta Investment Advisors
Delaware
$275K +$270K +2,229 New
TRCT
171
Tower Research Capital (TRC)
New York
$273K -$812K -6,707 -75%
GWS
172
Glassman Wealth Services
Virginia
$270K
RW
173
Rede Wealth
Virginia
$267K
GCP
174
GSA Capital Partners
United Kingdom
$266K
MIG
175
McGuire Investment Group
Rhode Island
$265K

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.