We are live on ! Find out more
QQEW icon

First Trust Nasdaq-100 Select Equal Weight ETF

122 hedge funds and large institutions have $489M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

13% more funds holding

Funds holding: 108122 (+14)

2.17% more ownership

Funds ownership: 55.51%57.68% (+2.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
46
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.3M +$16.4M +224,823 +30%
Wells Fargo
2
Wells Fargo
California
$66.9M +$37.7K +518 +0.1%
RJA
3
Raymond James & Associates
Florida
$52.5M +$1.5M +20,532 +3%
UBS Group
4
UBS Group
Switzerland
$31.1M -$793K -10,888 -3%
LPL Financial
5
LPL Financial
California
$25.1M +$3.47M +47,680 +18%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.3M -$2.07M -28,388 -9%
LFAS
7
Level Four Advisory Services
Texas
$17.6M +$15.6M +214,695 +3,651%
Goldman Sachs
8
Goldman Sachs
New York
$15.7M +$12M +164,363 +517%
Stifel Financial
9
Stifel Financial
Missouri
$14.6M -$350K -4,807 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.4M -$1.16M -15,908 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.4M +$1.77M +24,227 +17%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$13.3M -$911K -12,499 -7%
Truist Financial
13
Truist Financial
North Carolina
$8.9M +$1.59M +21,848 +24%
Bank of America
14
Bank of America
North Carolina
$7.73M +$800K +10,980 +13%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$6.83M +$5.61K +77 +0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.54M -$272K -3,730 -4%
SBH
17
Segall Bryant & Hamill
Illinois
$5.41M +$103K +1,415 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$5.04M +$1.08M +14,824 +31%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.38M +$840K +11,529 +27%
SWM
20
Shakespeare Wealth Management
Wisconsin
$3.82M +$153K +2,097 +5%
SPC
21
Sigma Planning Corp
Michigan
$3.56M +$186K +2,557 +6%
PFA
22
Plotkin Financial Advisors
Maryland
$3.55M +$240K +3,291 +8%
WI
23
Wintrust Investments
Illinois
$3.45M -$104K -1,422 -3%
NAM
24
NTV Asset Management
West Virginia
$3.36M -$3.64K -50 -0.1%
IAIM
25
International Assets Investment Management
Florida
$3.13M -$201K -2,759 -8%

QQEW Hedge Fund Activity: Q2 2020 in Review

122 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q2 2020, worth a combined $489M — up 36% from $358M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QQEW positions and 9 closed out — a net gain of 14 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Savior LLC, cutting an estimated $8.37M.

  • 122 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q2 2020, up from 108 in Q1 2020.
  • Funds reported $489M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q2 2020, up 36% quarter-over-quarter.
  • 23 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q2 2020 and 9 closed out, a net change of +14 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q2 2020 was Morgan Stanley, an estimated $16.4M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q2 2020 was Savior LLC, an estimated $8.37M sold.

Based on aggregated 13F filings for Q2 2020.