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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
PAI
201
Pittenger & Anderson Inc
Nebraska
$142K
RFG
202
REAP Financial Group
Texas
$138K -$1.67K -13 -1%
MCM
203
Manchester Capital Management
Vermont
$137K
CA
204
Clearstead Advisors
Ohio
$136K +$128 +1 +0.1%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$122K +$128 +1 +0.1%
AF
206
Allworth Financial
California
$121K +$36.1K +282 +44%
AssetMark Inc
207
AssetMark Inc
California
$116K +$55.9K +436 +89%
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$109K
S
209
SignatureFD
Georgia
$102K +$29K +226 +39%
BlackRock
210
BlackRock
New York
$100K
WA
211
Whipplewood Advisors
Colorado
$83.1K +$85.2K +665 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$72.3K +$73.2K +571 New
IA
213
IFP Advisors
Florida
$70.2K -$35.9K -280 -33%
WTC
214
WhitTier Trust Company
Nevada
$68.7K
AWM
215
Avior Wealth Management
Nebraska
$68.7K +$70.5K +550 New
SIM
216
Synergy Investment Management
Florida
$56.2K +$57.7K +450 New
LFG
217
Larson Financial Group
Missouri
$51K
TWC
218
TD Waterhouse Canada
Ontario, Canada
$50.5K -$7.69K -60 -13%
Barclays
219
Barclays
United Kingdom
$50K +$51.3K +400 New
CAS
220
Coppell Advisory Solutions
Texas
$40.8K
OP
221
ORG Partners
Indiana
$35.7K
WSFS
222
Wilmington Savings Fund Society
Delaware
$31.2K +$32K +250 New
MAS
223
MPWM Advisory Solutions
Georgia
$24.6K +$25.2K +197 New
HWM
224
Hemington Wealth Management
Virginia
$24K
PP
225
PFS Partners
New Jersey
$20K

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.