We are live on ! Find out more
QQEW icon

First Trust Nasdaq-100 Select Equal Weight ETF

245 hedge funds and large institutions have $1.25B invested in First Trust Nasdaq-100 Select Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 222245 (+23)

3.17% more ownership

Funds ownership: 63.96%67.12% (+3.2%)

0% more capital invested

Capital invested by funds: $1.25B → $1.25B (+$3.01M)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
75
Reduced
77
Closed
14
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$199M -$22.1M -172,441 -10%
Wells Fargo
2
Wells Fargo
California
$140M -$877K -6,847 -0.6%
Raymond James Financial
3
Raymond James Financial
Florida
$119M +$122M +953,588 New
LPL Financial
4
LPL Financial
California
$107M +$11.9M +92,847 +12%
Bank of America
5
Bank of America
North Carolina
$40.3M -$1.43M -11,154 -3%
UBS Group
6
UBS Group
Switzerland
$37.2M -$2.83M -22,097 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.6M +$6.82M +53,231 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.1M -$510K -3,978 -2%
GWA
9
Gratus Wealth Advisors
Virginia
$24.2M +$163K +1,270 +0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.1M +$4M +31,219 +19%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$23.5M -$588K -4,590 -2%
Stifel Financial
12
Stifel Financial
Missouri
$17.7M +$963K +7,518 +6%
IAA
13
Independent Advisor Alliance
North Carolina
$17.1M +$17.5M +136,909 New
GLA
14
Good Life Advisors
Pennsylvania
$15.7M -$15.3M -119,705 -49%
JWM
15
JP Wealth Management
South Carolina
$15.1M +$15.4M +120,542 New
Osaic Holdings
16
Osaic Holdings
Arizona
$14.9M +$244K +1,907 +2%
Truist Financial
17
Truist Financial
North Carolina
$14M -$2.22M -17,357 -13%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.8M +$766K +5,976 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$12.6M +$214K +1,670 +2%
SB
20
Strategic Blueprint
Georgia
$11.4M +$358K +2,793 +3%
VWS
21
Virtus Wealth Solutions
New Jersey
$11.2M +$11.5M +89,812 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$11M +$261K +2,037 +2%
KAS
23
Kestra Advisory Services
Texas
$10.9M +$72K +562 +0.6%
GS
24
GTS Securities
New York
$9.04M +$3.35M +26,179 +57%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$8.98M -$584K -4,558 -6%

QQEW Hedge Fund Activity: Q4 2024 in Review

245 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) for Q4 2024, worth a combined $1.25B — up 0.24% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new QQEW positions and 14 closed out — a net gain of 29 holders — while 75 added to existing stakes and 77 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 245 institutional investors held First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $1.25B of First Trust Nasdaq-100 Select Equal Weight ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 43 funds opened new First Trust Nasdaq-100 Select Equal Weight ETF positions in Q4 2024 and 14 closed out, a net change of +29 holders.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $17.5M added.
  • The largest First Trust Nasdaq-100 Select Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2024.