First Trust Expanded Technology ETF
XPND
6 hedge funds and large institutions have $8.13M invested in First Trust Expanded Technology ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
129% more capital invested
Capital invested by funds: $3.55M → $8.13M (+$4.58M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
5% more ownership
Funds ownership: 57.9% → 62.9% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$33.1K |
| 4 |
Morgan Stanley
New York
|
+$44 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$1.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$859K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $5.3M | +$4.76M | +218,488 | +3,038% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.17M | +$1.09M | +49,910 | New |
|
|
SA
3
SFI Advisors
Montclair,
New Jersey
| $839K | -$1.21M | -55,659 | -61% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $706K | +$33.1K | +1,521 | +5% |
|
|
HBW
5
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $108K | – | – | – |
|
|
6
Morgan Stanley
New York
| $76 | +$44 | +2 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$859K | -42,016 | Closed |
|
XPND Hedge Fund Activity: Q4 2023 in Review
6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q4 2023, worth a combined $8.13M — up 129% from $3.55M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XPND positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.76M. The largest seller was SFI Advisors, cutting an estimated $1.21M.
- 6 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $8.13M of First Trust Expanded Technology ETF stock for Q4 2023, up 129% quarter-over-quarter.
- 2 funds opened new First Trust Expanded Technology ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest First Trust Expanded Technology ETF buyer in Q4 2023 was Osaic Holdings, an estimated $4.76M added.
- The largest First Trust Expanded Technology ETF seller in Q4 2023 was SFI Advisors, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2023.