First Trust Expanded Technology ETF
XPND
7 hedge funds and large institutions have $3.63M invested in First Trust Expanded Technology ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
25.54% less ownership
Funds ownership: 83.39% → 57.84% (-26%)
32% less capital invested
Capital invested by funds: $5.37M → $3.63M (-$1.74M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$327K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$216K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$105K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$2.83M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$77.1K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
SFI Advisors
Montclair,
New Jersey
| $1.97M | -$2.83M | -149,265 | -61% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $757K | +$327K | +17,214 | +91% |
|
|
3
Citadel Advisors
Miami,
Florida
| $412K | +$105K | +5,514 | +39% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $239K | +$216K | +11,399 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $139K | +$26.1K | +1,376 | +26% |
|
|
HBW
6
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $96K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $17.4K | -$77.1K | -4,063 | -83% |
|
|
AAS
8
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$9.27K | -504 | Closed |
|
XPND Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q2 2023, worth a combined $3.63M — down 32% from $5.37M a quarter earlier.
Fund positioning in XPND was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $327K. The largest seller was SFI Advisors, cutting an estimated $2.83M.
- 7 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $3.63M of First Trust Expanded Technology ETF stock for Q2 2023, down 32% quarter-over-quarter.
- 1 fund opened new First Trust Expanded Technology ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest First Trust Expanded Technology ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $327K added.
- The largest First Trust Expanded Technology ETF seller in Q2 2023 was SFI Advisors, an estimated $2.83M sold.
Based on aggregated 13F filings for Q2 2023.