FT Energy Income Partners Strategy ETF
EIPX
10 hedge funds and large institutions have $110M invested in FT Energy Income Partners Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
15% more capital invested
Capital invested by funds: $96.1M → $110M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.67% less ownership
Funds ownership: 100.46% → 94.79% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$3.87M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$3.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3M |
| 4 |
Rockefeller Capital Management
New York
|
+$2.49M |
| 5 |
Jane Street
New York
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FT
1
Fiduciary Trust
Boston,
Massachusetts
| $97.3M | +$3.87M | +192,026 | +4% |
|
|
2
Rockefeller Capital Management
New York
| $4.19M | +$2.49M | +123,397 | +141% |
|
|
3
Stifel Financial
St. Louis,
Missouri
| $3.65M | +$3.7M | +183,635 | New |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $2.96M | +$3M | +148,948 | New |
|
|
5
Jane Street
New York
| $771K | +$782K | +38,784 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $621K | +$340K | +16,836 | +117% |
|
7
Citadel Advisors
Miami,
Florida
| $397K | +$403K | +19,973 | New |
|
|
TA
8
Tiedemann Advisors
New York
| $210K | +$403 | +20 | +0.2% |
|
|
BAM
9
Belpointe Asset Management
Reno,
Nevada
| $99.2K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $9.94K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$14K | -700 | Closed |
|
EIPX Hedge Fund Activity: Q1 2023 in Review
10 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q1 2023, worth a combined $110M — up 15% from $96.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EIPX positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Fiduciary Trust, adding an estimated $3.87M. The largest seller was UBS Group, exiting entirely with an estimated $14K sold.
- 10 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $110M of FT Energy Income Partners Strategy ETF stock for Q1 2023, up 15% quarter-over-quarter.
- 4 funds opened new FT Energy Income Partners Strategy ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
- The largest FT Energy Income Partners Strategy ETF buyer in Q1 2023 was Fiduciary Trust, an estimated $3.87M added.
- The largest FT Energy Income Partners Strategy ETF seller in Q1 2023 was UBS Group, an estimated $14K sold.
Based on aggregated 13F filings for Q1 2023.