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EIPI

FT Energy Income Partners Enhanced Income ETF
EIPI

130 hedge funds and large institutions have $256M invested in FT Energy Income Partners Enhanced Income ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

1.26% less ownership

Funds ownership: 28.24% → 26.98% (-1.3%)

2% less funds holding

Funds holding: 133 → 130 (-3)

7% less capital invested

Capital invested by funds: $274M → $256M (-$18.9M)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
39
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$2.48M
2
KWA
Kingswood Wealth Advisors
California
+$1.11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.09M
4
LI
Latash Investments
Alaska
+$613K
5
SA
Sanctuary Advisors
Indiana
+$528K

Top Sellers

1
HHGC
Hunting Hill Global Capital
New York
-$13.6M
2
Morgan Stanley
Morgan Stanley
New York
-$8.03M
3
MOS
MGO One Seven
Ohio
-$2.19M
4
Ameriprise
Ameriprise
Minnesota
-$1.51M
5
Wells Fargo
Wells Fargo
California
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.1M -$8.03M -421,328 -14%
UBS Group
2
UBS Group
Switzerland
$18.4M -$336K -17,624 -2%
AAM
3
Advisors Asset Management
Colorado
$17.7M -$1.4M -73,657 -7%
WANY
4
Wealthspire Advisors (New York)
New York
$16.6M +$115K +6,019 +0.7%
LPL Financial
5
LPL Financial
California
$16.3M +$348K +18,288 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.7M +$1.09M +57,297 +9%
CBA
7
Coastal Bridge Advisors
Connecticut
$13.3M +$443K +23,249 +4%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$9.61M -$176K -9,234 -2%
MOS
9
MGO One Seven
Ohio
$6.67M -$2.19M -115,041 -25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.15M -$69K -3,625 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.63M -$355K -18,646 -6%
LWM
12
LongView Wealth Management
Georgia
$4.43M -$110K -5,754 -2%
RJA
13
Raymond James & Associates
Florida
$3.67M -$150K -7,891 -4%
Cohen & Steers
14
Cohen & Steers
New York
$3.62M -$1.45M -76,000 -29%
BIM
15
Bridges Investment Management
Nebraska
$3.39M – – –
SFS
16
Sowell Financial Services
Arkansas
$2.85M -$115K -6,024 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.81M +$2.48M +130,089 +861%
RPCONE
18
Retirement Planning Company of New England
Rhode Island
$2.64M +$67.4K +3,536 +3%
CA
19
Cambridge Advisors
Nebraska
$2.62M +$40K +2,101 +2%
OC
20
Oppenheimer & Co
New York
$2.46M +$300K +15,735 +14%
KWM
21
Kingsview Wealth Management
Oregon
$2.44M -$7.28K -382 -0.3%
Ameriprise
22
Ameriprise
Minnesota
$2.18M -$1.51M -79,019 -41%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$94K +4,934 +5%
MAM
24
Mystic Asset Management
Rhode Island
$1.93M -$61.9K -3,247 -3%
CA
25
CoreCap Advisors
Michigan
$1.93M -$308K -16,181 -14%
1
2 3 4 5

EIPI Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Enhanced Income ETF (EIPI) for Q3 2024, worth a combined $256M — down 6.9% from $274M a quarter earlier.

Fund positioning in EIPI was balanced in Q3 2024: 20 funds opened new positions, 20 closed out, 39 added to existing stakes and 42 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.48M. The largest seller was Hunting Hill Global Capital, exiting entirely with an estimated $13.6M sold.

  • 130 institutional investors held FT Energy Income Partners Enhanced Income ETF (EIPI) as of Q3 2024, down from 133 in Q2 2024.
  • Funds reported $256M of FT Energy Income Partners Enhanced Income ETF stock for Q3 2024, down 6.9% quarter-over-quarter.
  • 20 funds opened new FT Energy Income Partners Enhanced Income ETF positions in Q3 2024 and 20 closed out, a net change of 0 holders.
  • The largest FT Energy Income Partners Enhanced Income ETF buyer in Q3 2024 was Osaic Holdings, an estimated $2.48M added.
  • The largest FT Energy Income Partners Enhanced Income ETF seller in Q3 2024 was Hunting Hill Global Capital, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.