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EIPI

FT Energy Income Partners Enhanced Income ETF

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 β†’ $746M (+$490M)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

5% more funds holding

Funds holding: 130 β†’ 137 (+7)

2.44% more ownership

Funds ownership: 26.98% β†’ 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 β†’ 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
–
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
126
Riggs Asset Management
Pennsylvania
$9.94K – – –
PGAM
127
Princeton Global Asset Management
New Jersey
$8.58K – – –
KIM
128
Kestra Investment Management
Texas
$4.91K +$4.99K +252 New
GRP
129
Global Retirement Partners
California
$3.94K – – –
SWA
130
SOA Wealth Advisors
New York
$3.82K – – –
IRC
131
Investors Research Corp
Georgia
$3.51K – – –
IHWM
132
Iron Horse Wealth Management
Iowa
$2.63K – – –
VWM
133
Vermillion Wealth Management
Minnesota
$2.31K +$2.34K +118 New
TRCT
134
Tower Research Capital (TRC)
New York
$1.72K – – –
CWM
135
Compass Wealth Management
Connecticut
$858 – – –
NS
136
NBC Securities
Alabama
$163 -$166K -8,396 -100%
RWPA
137
Richard W. Paul & Associates
Michigan
$19 – – –
SA
138
Sanctuary Advisors
Indiana
– -$572K -27,717 Closed
Mariner
139
Mariner
Kansas
– -$218K -11,242 Closed
SPC
140
Sigma Planning Corp
Michigan
– -$204K -10,546 Closed
CA
141
Cornerstone Advisory
Maryland
– -$204K -10,542 Closed
GJWM
142
Gilliland Jeter Wealth Management
Arkansas
– -$131K -6,774 Closed
JP Morgan Chase
143
JP Morgan Chase
New York
– -$93K -4,804 Closed
QC
144
Quent Capital
New York
– -$44K -2,272 Closed
HGA
145
Hobbs Group Advisors
South Carolina
– -$18.8K -969 Closed
FCM
146
Fourpath Capital Management
Oklahoma
– -$4.14K -214 Closed
CPA
147
Clear Point Advisors
New York
– -$3.1K -160 Closed
JIP
148
Jaffetilchin Investment Partners
Florida
– -$1.55K -80 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– -$19 -1 Closed

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 β€” up 192% from $256M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EIPI positions and 12 closed out β€” a net gain of 10 holders β€” 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.