We are live on ! Find out more
QQEW icon

First Trust Nasdaq-100 Select Equal Weight ETF

159 hedge funds and large institutions have $750M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more capital invested

Capital invested by funds: $733M → $750M (+$16.8M)

1% more funds holding

Funds holding: 158159 (+1)

0.35% more ownership

Funds ownership: 57.18%57.53% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
61
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$138M -$2.96M -25,946 -2%
Wells Fargo
2
Wells Fargo
California
$79.4M +$1.09M +9,523 +1%
RJA
3
Raymond James & Associates
Florida
$74.4M +$1.02M +8,962 +1%
UBS Group
4
UBS Group
Switzerland
$63.8M +$1.3M +11,422 +2%
Bank of America
5
Bank of America
North Carolina
$26.6M +$808K +7,075 +3%
GLA
6
Good Life Advisors
Pennsylvania
$25.3M +$26M +227,660 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.8M +$1.09M +9,530 +4%
LPL Financial
8
LPL Financial
California
$23.2M +$1.18M +10,294 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.1M +$6.11M +53,560 +39%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.5M +$333K +2,917 +2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$17.3M -$147K -1,286 -0.8%
Stifel Financial
12
Stifel Financial
Missouri
$17.3M +$70.8K +620 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.5M +$3.06M +26,816 +35%
MF
14
Manchester Financial
California
$10.6M -$321K -2,814 -3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.68M +$5.84M +51,114 +142%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$9.39M -$9.36K -82 -0.1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.94M +$372K +3,254 +4%
AFS
18
Aft Forsyth & Sober
Florida
$8.73M
AWM
19
Affinity Wealth Management
Delaware
$8.39M -$242K -2,121 -3%
SBH
20
Segall Bryant & Hamill
Illinois
$7.3M +$30.4K +266 +0.4%
Truist Financial
21
Truist Financial
North Carolina
$6.77M -$18.8K -165 -0.3%
KAS
22
Kestra Advisory Services
Texas
$6.55M -$659K -5,768 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6M +$420K +3,681 +7%
MIAN
24
Mariner Independent Advisor Network
Kansas
$5.74M +$107K +937 +2%
FFG
25
Frisch Financial Group
New York
$5.61M +$103K +900 +2%

QQEW Hedge Fund Activity: Q3 2021 in Review

159 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q3 2021, worth a combined $750M — up 2.3% from $733M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QQEW positions and 12 closed out — a net gain of 4 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $26M. The largest seller was Level Four Advisory Services, cutting an estimated $26M.

  • 159 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q3 2021, up from 158 in Q2 2021.
  • Funds reported $750M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 16 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q3 2021 and 12 closed out, a net change of +4 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q3 2021 was Good Life Advisors, an estimated $26M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q3 2021 was Level Four Advisory Services, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2021.