First Trust Expanded Technology ETF
XPND
10 hedge funds and large institutions have $11.1M invested in First Trust Expanded Technology ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
7% more capital invested
Capital invested by funds: $10.3M → $11.1M (+$744K)
3.12% less ownership
Funds ownership: 55.65% → 52.53% (-3.1%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAWC
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
+$243K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$104K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$56K |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$6.89K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$5.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133K |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$118K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$23.1K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$22.8K |
| 5 |
Morgan Stanley
New York
|
-$39 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $6.28M | -$133K | -5,006 | -2% |
|
|
PFS
2
Prospera Financial Services
Dallas,
Texas
| $1.89M | +$56K | +2,112 | +3% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $937K | +$104K | +3,929 | +13% |
|
|
4
Citadel Advisors
Miami,
Florida
| $713K | -$22.8K | -862 | -3% |
|
|
SA
5
SFI Advisors
Montclair,
New Jersey
| $671K | -$118K | -4,473 | -16% |
|
|
BAWC
6
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $258K | +$243K | +9,165 | New |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $192K | -$23.1K | -871 | -11% |
|
|
HBW
8
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $129K | – | – | – |
|
|
ATPW
9
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $7.31K | +$6.89K | +260 | New |
|
|
IAIM
10
International Assets Investment Management
Orlando,
Florida
| $5.63K | +$5.3K | +200 | New |
|
|
11
Morgan Stanley
New York
| – | -$39 | -1 | Closed |
|
XPND Hedge Fund Activity: Q2 2024 in Review
10 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q2 2024, worth a combined $11.1M — up 7.2% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XPND positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Boyce & Associates Wealth Consulting, opening a new position worth an estimated $243K. The largest seller was Osaic Holdings, cutting an estimated $133K.
- 10 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $11.1M of First Trust Expanded Technology ETF stock for Q2 2024, up 7.2% quarter-over-quarter.
- 3 funds opened new First Trust Expanded Technology ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest First Trust Expanded Technology ETF buyer in Q2 2024 was Boyce & Associates Wealth Consulting, an estimated $243K added.
- The largest First Trust Expanded Technology ETF seller in Q2 2024 was Osaic Holdings, an estimated $133K sold.
Based on aggregated 13F filings for Q2 2024.