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First Trust Nasdaq-100 Select Equal Weight ETF

170 hedge funds and large institutions have $890M invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

38% more capital invested

Capital invested by funds: $643M → $890M (+$247M)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

3.84% more ownership

Funds ownership: 59.21%63.05% (+3.8%)

2% more funds holding

Funds holding: 166170 (+4)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
24
Increased
57
Reduced
52
Closed
18
Calls
$403K
Puts
Net Calls
+$403K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$164M -$6.26M -65,240 -4%
Wells Fargo
2
Wells Fargo
California
$103M +$6.35M +66,139 +7%
RJA
3
Raymond James & Associates
Florida
$71.4M +$835K +8,695 +1%
TIM
4
Total Investment Management
Arizona
$56.3M +$53.3M +555,589 +14,923%
M1FG
5
Mach-1 Financial Group
Arkansas
$35.2M +$33.6K +350 New
Bank of America
6
Bank of America
North Carolina
$34.9M +$2.25M +23,457 +7%
LPL Financial
7
LPL Financial
California
$34.5M +$5.23M +54,495 +19%
UBS Group
8
UBS Group
Switzerland
$30.1M -$9.44M -98,319 -25%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.7M +$12M +125,031 +103%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$23.8M +$18.6M +193,468 +445%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$19M +$4.46M +46,496 +33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18M +$3.19M +33,212 +23%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$14.1M -$658K -6,855 -5%
Stifel Financial
14
Stifel Financial
Missouri
$14.1M -$524K -5,462 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.5M +$949K +9,893 +8%
KPWS
16
Kestra Private Wealth Services
Texas
$12.6M +$2.39M +24,918 +25%
BIM
17
Bullseye Investment Management
Ohio
$10.8M +$10.3M +107,234 New
Truist Financial
18
Truist Financial
North Carolina
$10.3M +$1.12M +11,700 +13%
GLA
19
Good Life Advisors
Pennsylvania
$9.29M +$6.46M +67,329 +270%
AWM
20
AE Wealth Management
Kansas
$9.02M +$7.55M +78,633 +719%
AC
21
AIFG Consultants
New York
$8.32M +$7.93M +82,627 New
NEPWA
22
New England Private Wealth Advisors
Massachusetts
$7.95M +$11.2K +117 +0.1%
FFG
23
Frisch Financial Group
New York
$7.27M +$567K +5,912 +9%
KAS
24
Kestra Advisory Services
Texas
$7.18M +$818K +8,523 +14%
DWM
25
Darwin Wealth Management
Florida
$7.07M +$3.59M +37,398 +112%

QQEW Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q1 2023, worth a combined $890M — up 38% from $643M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QQEW positions and 18 closed out — a net gain of 6 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Total Investment Management, adding an estimated $53.3M. The largest seller was UBS Group, cutting an estimated $9.44M.

  • 170 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q1 2023, up from 166 in Q4 2022.
  • Funds reported $890M of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 24 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q1 2023 and 18 closed out, a net change of +6 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q1 2023 was Total Investment Management, an estimated $53.3M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q1 2023 was UBS Group, an estimated $9.44M sold.

Based on aggregated 13F filings for Q1 2023.