We are live on ! Find out more
QTEC icon

First Trust NASDAQ-100 Technology Index Fund

214 hedge funds and large institutions have $1.6B invested in First Trust NASDAQ-100 Technology Index Fund in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

34% more call options, than puts

Call options by funds: $306K | Put options by funds: $229K

33% more capital invested

Capital invested by funds: $1.2B → $1.6B (+$396M)

8% more funds holding

Funds holding: 198214 (+16)

2.13% more ownership

Funds ownership: 58.46%60.59% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

Holders
214
Holders Change
+16
Holders Change %
+8.08%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
39
Increased
71
Reduced
66
Closed
23
Calls
$306K
Puts
$229K
Net Calls
+$77K
Net Calls Change
+$446K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
126
Wintrust Investments
Illinois
$518K +$70.4K +715 +18%
SC
127
Slow Capital
California
$518K +$468K +4,750 New
CWM
128
Cornerstone Wealth Management
Missouri
$500K +$452K +4,584 New
SCA
129
Snowden Capital Advisors
New York
$497K +$449K +4,556 New
TCWM
130
Total Clarity Wealth Management
Illinois
$490K -$24.5K -249 -5%
CAN
131
Claraphi Advisory Network
United States
$473K -$293K -2,978 -41%
Creative Planning
132
Creative Planning
Kansas
$467K +$42.3K +429 +11%
Northern Trust
133
Northern Trust
Illinois
$466K -$48.9K -496 -10%
CS
134
Comerica Securities
Michigan
$461K +$58.7K +596 +16%
PWA
135
Peterson Wealth Advisors
Utah
$460K +$415K +4,216 New
EWA
136
EP Wealth Advisors
California
$456K -$23.4K -238 -5%
AWC
137
Abundance Wealth Counselors
Pennsylvania
$356K
OPA
138
Old Port Advisors
Maine
$347K +$314K +3,185 New
ATC
139
Argent Trust Co
Tennessee
$335K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$329K +$11.8K +120 +4%
CA
141
Claro Advisors
Massachusetts
$323K -$3.35K -34 -1%
AA
142
AlphaMark Advisors
Kentucky
$319K -$93.6K -950 -25%
LS
143
Leelyn Smith
Illinois
$311K +$10.9K +111 +4%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$305K -$22.1K -224 -7%
CB
145
Commerce Bank
Missouri
$277K -$43.7K -444 -15%
FFS
146
Founders Financial Securities
Maryland
$277K +$7.19K +73 +3%
PA
147
PFG Advisors
Arizona
$275K +$5.62K +57 +2%
WF
148
Welch & Forbes
Massachusetts
$272K
BF
149
BOK Financial
Oklahoma
$254K +$229K +2,325 New
HI
150
Horizon Investments
North Carolina
$244K +$220K +2,233 New

QTEC Hedge Fund Activity: Q2 2020 in Review

214 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ-100 Technology Index Fund (QTEC) for Q2 2020, worth a combined $1.6B — up 33% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new QTEC positions and 23 closed out — a net gain of 16 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $25.1M. The largest seller was Total Investment Management, exiting entirely with an estimated $22.9M sold.

  • 214 institutional investors held First Trust NASDAQ-100 Technology Index Fund (QTEC) as of Q2 2020, up from 198 in Q1 2020.
  • Funds reported $1.6B of First Trust NASDAQ-100 Technology Index Fund stock for Q2 2020, up 33% quarter-over-quarter.
  • 39 funds opened new First Trust NASDAQ-100 Technology Index Fund positions in Q2 2020 and 23 closed out, a net change of +16 holders.
  • The largest First Trust NASDAQ-100 Technology Index Fund buyer in Q2 2020 was Meitav Investment House, an estimated $25.1M added.
  • The largest First Trust NASDAQ-100 Technology Index Fund seller in Q2 2020 was Total Investment Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2020.