First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
28 hedge funds and large institutions have $72.2M invested in First Trust NASDAQ 100 ex-Technology Sector Index Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
22% more funds holding
Funds holding: 23 → 28 (+5)
7% more capital invested
Capital invested by funds: $67.7M → $72.2M (+$4.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 3 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$993K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$546K |
| 5 |
Morgan Stanley
New York
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Baird
Milwaukee,
Wisconsin
|
-$610K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$574K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$254K |
| 4 |
JP Morgan Chase
New York
|
-$74.3K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $9K | +$3.38K | +96 | +62% |
|
|
TIM
27
Tortoise Investment Management
White Plains,
New York
| $7K | – | – | – |
|
|
NES
28
New England Securities
New York
| $3K | – | – | – |
|
|
B
29
Baird
Milwaukee,
Wisconsin
| – | -$610K | -17,527 | Closed |
|
|
PAG
30
Private Advisor Group
Morristown,
New Jersey
| – | -$254K | -7,300 | Closed |
|
QQXT Hedge Fund Activity: Q1 2014 in Review
28 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) for Q1 2014, worth a combined $72.2M — up 6.6% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new QQXT positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was UBS, adding an estimated $1.3M. The largest seller was Baird, exiting entirely with an estimated $610K sold.
- 28 institutional investors held First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) as of Q1 2014, up from 23 in Q4 2013.
- Funds reported $72.2M of First Trust NASDAQ 100 ex-Technology Sector Index Fund stock for Q1 2014, up 6.6% quarter-over-quarter.
- 7 funds opened new First Trust NASDAQ 100 ex-Technology Sector Index Fund positions in Q1 2014 and 2 closed out, a net change of +5 holders.
- The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund buyer in Q1 2014 was UBS, an estimated $1.3M added.
- The largest First Trust NASDAQ 100 ex-Technology Sector Index Fund seller in Q1 2014 was Baird, an estimated $610K sold.
Based on aggregated 13F filings for Q1 2014.