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EIPI

FT Energy Income Partners Enhanced Income ETF
EIPI

137 hedge funds and large institutions have $746M invested in FT Energy Income Partners Enhanced Income ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more capital invested

Capital invested by funds: $256M → $746M (+$490M)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

5% more funds holding

Funds holding: 130 → 137 (+7)

2.44% more ownership

Funds ownership: 26.98% → 29.42% (+2.4%)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
34
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modern Wealth Management
Kansas
+$15.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.29M
3
OMC
Old Mission Capital
Illinois
+$1.84M
4
FTUS
Flow Traders U.S.
New York
+$1.08M
5
CBA
Coastal Bridge Advisors
Connecticut
+$1.01M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$4.62M
2
Ameriprise
Ameriprise
Minnesota
-$1.47M
3
Morgan Stanley
Morgan Stanley
New York
-$1.34M
4
UBS Group
UBS Group
Switzerland
-$1.07M
5
SA
Sanctuary Advisors
Indiana
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Mystic Asset Management
Rhode Island
$1.92M -$28.1K -1,420 -1%
OMC
27
Old Mission Capital
Illinois
$1.81M +$1.84M +92,817 New
WCM
28
Winebrenner Capital Management
Kentucky
$1.72M +$1.75M +88,170 New
KWA
29
Kingswood Wealth Advisors
California
$1.65M +$530K +26,757 +46%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.63M -$84K -4,243 -5%
PFS
31
Prospera Financial Services
Texas
$1.58M +$48.2K +2,433 +3%
MFG
32
Magnus Financial Group
New York
$1.44M +$25.7K +1,300 +2%
Stifel Financial
33
Stifel Financial
Missouri
$1.42M +$15.8K +799 +1%
LJAC
34
L.J. Altfest & Co
New York
$1.3M +$53.8K +2,719 +4%
MSAM
35
Moloney Securities Asset Management
Missouri
$1.17M -$5.58K -282 -0.5%
Wells Fargo
36
Wells Fargo
California
$1.15M -$537K -27,096 -32%
FAM
37
Formidable Asset Management
Ohio
$1.15M -$30.9K -1,562 -3%
CAM
38
Cresset Asset Management
Illinois
$1.1M -$252K -12,719 -18%
FTUS
39
Flow Traders U.S.
New York
$1.06M +$1.08M +54,456 New
AG
40
AlTi Global
New York
$1.02M -$20 -1 -0%
OIA
41
OneDigital Investment Advisors
Kansas
$943K -$156K -7,874 -14%
SSWM
42
Strait & Sound Wealth Management
California
$920K +$132K +6,671 +16%
AWM
43
Axxcess Wealth Management
California
$908K -$294K -14,841 -24%
PAG
44
Private Advisor Group
New Jersey
$895K -$101K -5,116 -10%
SPIA
45
Steward Partners Investment Advisory
New York
$891K +$2.08K +105 +0.2%
NA
46
NewEdge Advisors
Louisiana
$889K +$386K +19,515 +75%
SI
47
Stephens Inc
Arkansas
$828K -$21.1K -1,067 -2%
MCM
48
MAI Capital Management
Ohio
$790K +$803K +40,552 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$786K -$30.3K -1,530 -4%
KAS
50
Kestra Advisory Services
Texas
$768K +$781K +39,420 New
1
2
3 4 5

EIPI Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Enhanced Income ETF (EIPI) for Q4 2024, worth a combined $746M — up 192% from $256M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EIPI positions and 12 closed out — a net gain of 10 holders — while 34 added to existing stakes and 50 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $15.9M. The largest seller was Advisors Asset Management, cutting an estimated $4.62M.

  • 137 institutional investors held FT Energy Income Partners Enhanced Income ETF (EIPI) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $746M of FT Energy Income Partners Enhanced Income ETF stock for Q4 2024, up 192% quarter-over-quarter.
  • 22 funds opened new FT Energy Income Partners Enhanced Income ETF positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest FT Energy Income Partners Enhanced Income ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $15.9M added.
  • The largest FT Energy Income Partners Enhanced Income ETF seller in Q4 2024 was Advisors Asset Management, an estimated $4.62M sold.

Based on aggregated 13F filings for Q4 2024.