We are live on ! Find out more
QQEW icon

First Trust Nasdaq-100 Select Equal Weight ETF

174 hedge funds and large institutions have $814M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

9% more funds holding

Funds holding: 159174 (+15)

9% more capital invested

Capital invested by funds: $750M → $814M (+$64.5M)

1.01% more ownership

Funds ownership: 57.53%58.54% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
174
Holders Change
+15
Holders Change %
+9.43%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
56
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$161M +$13.6M +116,710 +9%
Wells Fargo
2
Wells Fargo
California
$86.6M +$2.03M +17,430 +2%
RJA
3
Raymond James & Associates
Florida
$80.5M +$1.16M +9,988 +1%
UBS Group
4
UBS Group
Switzerland
$54.3M -$13.4M -115,439 -20%
Bank of America
5
Bank of America
North Carolina
$30M +$1.7M +14,603 +6%
LPL Financial
6
LPL Financial
California
$28.3M +$3.54M +30,362 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$26.7M +$228K +1,955 +0.9%
GLA
8
Good Life Advisors
Pennsylvania
$26.6M -$393K -3,375 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$23.3M +$4.58M +39,378 +25%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$20.1M -$2.29M -19,662 -10%
Stifel Financial
11
Stifel Financial
Missouri
$18.4M +$75.9K +652 +0.4%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$17.2M -$1.2M -10,312 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$13M +$750K +6,439 +6%
MF
14
Manchester Financial
California
$11M -$307K -2,635 -3%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$10M +$5.01K +43 +0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.85M +$328K +2,813 +4%
AFS
17
Aft Forsyth & Sober
Florida
$9.27M -$23.3K -200 -0.3%
AWM
18
Affinity Wealth Management
Delaware
$8M -$445K -3,825 -5%
BBA
19
Braun-Bostich & Associates
Pennsylvania
$8M +$8.48M +72,798 New
MIAN
20
Mariner Independent Advisor Network
Kansas
$7.94M +$1.79M +15,392 +30%
Truist Financial
21
Truist Financial
North Carolina
$7.56M +$343K +2,948 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.5M +$105K +900 +2%
FFG
23
Frisch Financial Group
New York
$5.79M -$36.7K -315 -0.6%
Citadel Advisors
24
Citadel Advisors
Florida
$5.41M +$5.32M +45,708 New
NAM
25
NTV Asset Management
West Virginia
$5.11M -$11.6K -100 -0.2%

QQEW Hedge Fund Activity: Q4 2021 in Review

174 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2021, worth a combined $814M — up 8.6% from $750M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QQEW positions and 15 closed out — a net gain of 17 holders — while 56 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was UBS Group, cutting an estimated $13.4M.

  • 174 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2021, up from 159 in Q3 2021.
  • Funds reported $814M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 32 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2021 and 15 closed out, a net change of +17 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2021 was Morgan Stanley, an estimated $13.6M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2021 was UBS Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2021.