First Trust Expanded Technology ETF
XPND
8 hedge funds and large institutions have $10.3M invested in First Trust Expanded Technology ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
27% more capital invested
Capital invested by funds: $8.13M → $10.3M (+$2.21M)
7.25% less ownership
Funds ownership: 62.9% → 55.65% (-7.2%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.65M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$195K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$65.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$602K |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$187K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$16.7K |
| 4 |
Morgan Stanley
New York
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $6.06M | +$65.8K | +2,592 | +1% |
|
|
PFS
2
Prospera Financial Services
Dallas,
Texas
| $1.73M | +$1.65M | +65,064 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $780K | -$16.7K | -659 | -2% |
|
|
SA
4
SFI Advisors
Montclair,
New Jersey
| $752K | -$187K | -7,368 | -21% |
|
|
5
Citadel Advisors
Miami,
Florida
| $695K | -$602K | -23,710 | -48% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $204K | +$195K | +7,692 | New |
|
|
HBW
7
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $122K | – | – | – |
|
|
8
Morgan Stanley
New York
| $39 | -$25 | -1 | -50% |
|
XPND Hedge Fund Activity: Q1 2024 in Review
8 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q1 2024, worth a combined $10.3M — up 27% from $8.13M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XPND positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $1.65M. The largest seller was Citadel Advisors, cutting an estimated $602K.
- 8 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $10.3M of First Trust Expanded Technology ETF stock for Q1 2024, up 27% quarter-over-quarter.
- 2 funds opened new First Trust Expanded Technology ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
- The largest First Trust Expanded Technology ETF buyer in Q1 2024 was Prospera Financial Services, an estimated $1.65M added.
- The largest First Trust Expanded Technology ETF seller in Q1 2024 was Citadel Advisors, an estimated $602K sold.
Based on aggregated 13F filings for Q1 2024.