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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 → $746M (+$490M)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

5% more funds holding

Funds holding: 130137 (+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: 21 (-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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$473M +$66.7K +3,367 +16%
Morgan Stanley
2
Morgan Stanley
New York
$49.2M -$1.34M -67,810 -3%
UBS Group
3
UBS Group
Switzerland
$17.5M -$1.07M -53,951 -6%
WANY
4
Wealthspire Advisors (New York)
New York
$17.1M +$408K +20,603 +2%
LPL Financial
5
LPL Financial
California
$16.4M -$20.5K -1,034 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16M +$2.29M +115,517 +16%
MWM
7
Modern Wealth Management
Kansas
$15.7M +$15.9M +804,245 New
CBA
8
Coastal Bridge Advisors
Connecticut
$14.4M +$1.01M +51,005 +7%
AAM
9
Advisors Asset Management
Colorado
$13.3M -$4.62M -233,409 -26%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.58M -$102K -5,141 -1%
Raymond James Financial
11
Raymond James Financial
Florida
$9.54M +$9.7M +489,546 New
MOS
12
MGO One Seven
Ohio
$6.59M -$127K -6,401 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.1M -$99.1K -5,004 -2%
LWM
14
LongView Wealth Management
Georgia
$4.32M -$139K -7,013 -3%
BIM
15
Bridges Investment Management
Nebraska
$3.41M
Cohen & Steers
16
Cohen & Steers
New York
$3.25M -$396K -20,000 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.14M +$315K +15,896 +11%
SFS
18
Sowell Financial Services
Arkansas
$3.03M +$163K +8,248 +6%
CA
19
Cambridge Advisors
Nebraska
$2.72M +$78.7K +3,973 +3%
OC
20
Oppenheimer & Co
New York
$2.71M +$238K +12,017 +9%
RPCONE
21
Retirement Planning Company of New England
Rhode Island
$2.67M +$10K +507 +0.4%
KWM
22
Kingsview Wealth Management
Oregon
$2.45M -$11.8K -594 -0.5%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$23.8K +1,200 +1%
AAS
24
Avantax Advisory Services
Texas
$1.96M +$50K +2,524 +3%
CA
25
CoreCap Advisors
Michigan
$1.93M -$8.91K -450 -0.5%

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.