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First Trust Nasdaq-100 Select Equal Weight ETF

230 hedge funds and large institutions have $1.8B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

44% more capital invested

Capital invested by funds: $1.25B → $1.8B (+$549M)

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

26% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 66

16% more funds holding

Funds holding: 199230 (+31)

14.09% more ownership

Funds ownership: 66.01%80.1% (+14%)

Holders
230
Holders Change
+31
Holders Change %
+15.58%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
52
Increased
83
Reduced
66
Closed
17
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$513M +$262M +2,438,985 +127%
Wells Fargo
2
Wells Fargo
California
$172M +$28.9M +268,754 +22%
LPL Financial
3
LPL Financial
California
$106M +$25.3M +235,405 +35%
RJA
4
Raymond James & Associates
Florida
$86M -$2.06M -19,140 -3%
TIM
5
Total Investment Management
Arizona
$72.4M +$11.2K +104 +0%
UBS Group
6
UBS Group
Switzerland
$62.6M -$10.2M -95,210 -15%
Bank of America
7
Bank of America
North Carolina
$47.2M +$938K +8,720 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$41.6M -$8.59M -79,905 -18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$38.6M -$3.75M -34,869 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$38.6M -$675K -6,276 -2%
AI
11
AdvisorShares Investments
Maryland
$35.9M -$7.88M -73,273 -19%
JP Morgan Chase
12
JP Morgan Chase
New York
$29.3M +$26.8M +248,878 +30,021%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27.8M +$1.29M +12,001 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$25.9M +$2.99M +27,771 +14%
AWM
15
Affinity Wealth Management
Delaware
$23.4M +$4.11M +38,207 +24%
Truist Financial
16
Truist Financial
North Carolina
$18.9M -$165K -1,536 -0.9%
KPWS
17
Kestra Private Wealth Services
Texas
$18.1M -$193K -1,791 -1%
Stifel Financial
18
Stifel Financial
Missouri
$17.9M +$278K +2,582 +2%
FFG
19
Frisch Financial Group
New York
$17.6M +$3.41M +31,726 +27%
PAG
20
Private Advisor Group
New Jersey
$17M +$854K +7,940 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$16.7M +$3.74M +34,761 +32%
GLA
22
Good Life Advisors
Pennsylvania
$15.5M -$78.2K -727 -0.5%
AC
23
AIFG Consultants
New York
$13.7M -$865K -8,045 -6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$13.5M -$525K -4,881 -4%
GWAG
25
Garrett Wealth Advisory Group
Texas
$11.5M +$8.43M +78,390 +404%

QQEW Hedge Fund Activity: Q4 2023 in Review

230 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2023, worth a combined $1.8B — up 44% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new QQEW positions and 17 closed out — a net gain of 35 holders — while 83 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was UBS Group, cutting an estimated $10.2M.

  • 230 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2023, up from 199 in Q3 2023.
  • Funds reported $1.8B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2023, up 44% quarter-over-quarter.
  • 52 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2023 and 17 closed out, a net change of +35 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2023 was UBS Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2023.