First Trust Expanded Technology ETF
XPND
7 hedge funds and large institutions have $5.37M invested in First Trust Expanded Technology ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.18% less ownership
Funds ownership: 92.56% → 83.39% (-9.2%)
64% less capital invested
Capital invested by funds: $14.9M → $5.37M (-$9.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$330K |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$124K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$27.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15.7K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$8.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$10.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
SFI Advisors
Montclair,
New Jersey
| $4.48M | +$124K | +7,104 | +3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $348K | +$330K | +18,945 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $261K | +$27.7K | +1,592 | +13% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $96.5K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $90K | +$15.7K | +901 | +23% |
|
|
HBW
6
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $85K | – | – | – |
|
|
AAS
7
Ameritas Advisory Services
Lincoln,
Nebraska
| $9.27K | +$8.77K | +504 | New |
|
|
8
Cerity Partners
New York
| – | -$10.7M | -662,832 | Closed |
|
XPND Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q1 2023, worth a combined $5.37M — down 64% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XPND positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $330K. The largest seller was Cerity Partners, exiting entirely with an estimated $10.7M sold.
- 7 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $5.37M of First Trust Expanded Technology ETF stock for Q1 2023, down 64% quarter-over-quarter.
- 2 funds opened new First Trust Expanded Technology ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest First Trust Expanded Technology ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $330K added.
- The largest First Trust Expanded Technology ETF seller in Q1 2023 was Cerity Partners, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2023.