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First Trust Nasdaq-100 Select Equal Weight ETF

59 hedge funds and large institutions have $370M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

1% less capital invested

Capital invested by funds: $373M → $370M (-$2.98M)

2% less funds holding

Funds holding: 6059 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $415K

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
26
Reduced
18
Closed
6
Calls
Puts
$415K
Net Calls
-$415K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.5M -$8.74M -195,456 -11%
Wells Fargo
2
Wells Fargo
California
$45.6M +$2.12M +47,458 +5%
RJA
3
Raymond James & Associates
Florida
$42.7M +$900K +20,128 +2%
AFS
4
Aft Forsyth & Sober
Florida
$36.8M +$173K +3,875 +0.5%
UBS Group
5
UBS Group
Switzerland
$27.1M -$861K -19,268 -3%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$22.1M -$824K -18,437 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.3M +$130K +2,904 +0.9%
Stifel Financial
8
Stifel Financial
Missouri
$12.3M +$461K +10,310 +4%
LPL Financial
9
LPL Financial
California
$11.4M +$1.7M +37,946 +17%
Bank of America
10
Bank of America
North Carolina
$10.4M -$1.66M -37,228 -14%
SMM
11
Stadion Money Management
Georgia
$8.94M -$737K -16,483 -7%
Goldman Sachs
12
Goldman Sachs
New York
$7.49M +$1.25K +28 +0%
NEPWA
13
New England Private Wealth Advisors
Massachusetts
$6.49M +$884K +19,769 +15%
AIG
14
American International Group
New York
$6.09M +$421K +9,412 +7%
CS
15
Credit Suisse
Switzerland
$6.04M +$5.53M +123,824 +865%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.09M -$19.5K -436 -0.4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.09M +$623K +13,932 +14%
AIM
18
Advantage Investment Management
Iowa
$3.59M +$1.01M +22,532 +38%
HFS
19
HL Financial Services
Kentucky
$3.33M +$37.4K +837 +1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.29M -$920K -20,588 -21%
SBH
21
Segall Bryant & Hamill
Illinois
$2.04M -$58.4K -1,306 -3%
Ameriprise
22
Ameriprise
Minnesota
$1.67M +$836K +18,715 +84%
BCM
23
Barometer Capital Management
Ontario, Canada
$1.67M +$1.7M +38,100 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.47M +$110K +2,470 +8%
Jane Street
25
Jane Street
New York
$1.47M +$443K +9,912 +42%

QQEW Hedge Fund Activity: Q2 2015 in Review

59 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q2 2015, worth a combined $370M — down 0.8% from $373M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of QQEW and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 26 added.

The largest buyer was Credit Suisse, adding an estimated $5.53M. The largest seller was Morgan Stanley, cutting an estimated $8.74M.

  • 59 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q2 2015, down from 60 in Q1 2015.
  • Funds reported $370M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q2 2015, down 0.8% quarter-over-quarter.
  • 5 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q2 2015 and 6 closed out, a net change of -1 holder.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q2 2015 was Credit Suisse, an estimated $5.53M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q2 2015 was Morgan Stanley, an estimated $8.74M sold.

Based on aggregated 13F filings for Q2 2015.