First Trust Expanded Technology ETF
XPND
6 hedge funds and large institutions have $14.9M invested in First Trust Expanded Technology ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,883% more capital invested
Capital invested by funds: $752K → $14.9M (+$14.2M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
86.98% more ownership
Funds ownership: 5.58% → 92.56% (+87%)
50% more funds holding
Funds holding: 4 → 6 (+2)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$10.7M |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$3.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$446K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cerity Partners
New York
| $10.7M | +$10.7M | +662,832 | New |
|
|
SA
2
SFI Advisors
Montclair,
New Jersey
| $3.81M | +$3.81M | +236,392 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $203K | -$446K | -27,699 | -69% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $85K | – | – | – |
|
|
HBW
5
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $74K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $64.3K | +$64.3K | +3,991 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| – | -$2K | -108 | Closed |
|
XPND Hedge Fund Activity: Q4 2022 in Review
6 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q4 2022, worth a combined $14.9M — up 1,883% from $752K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XPND positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $10.7M. The largest seller was Citadel Advisors, cutting an estimated $446K.
- 6 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q4 2022, up from 4 in Q3 2022.
- Funds reported $14.9M of First Trust Expanded Technology ETF stock for Q4 2022, up 1,883% quarter-over-quarter.
- 3 funds opened new First Trust Expanded Technology ETF positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest First Trust Expanded Technology ETF buyer in Q4 2022 was Cerity Partners, an estimated $10.7M added.
- The largest First Trust Expanded Technology ETF seller in Q4 2022 was Citadel Advisors, an estimated $446K sold.
Based on aggregated 13F filings for Q4 2022.