FT Energy Income Partners Strategy ETF
EIPX
9 hedge funds and large institutions have $130M invested in FT Energy Income Partners Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
18% more capital invested
Capital invested by funds: $110M → $130M (+$19.6M)
0.03% more ownership
Funds ownership: 94.79% → 94.82% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$14.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.93M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$2.33M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$83.2K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$6.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$518K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$397K |
| 3 |
Jane Street
New York
|
-$346K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$99.2K |
| 5 |
Rockefeller Capital Management
New York
|
-$68.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FT
1
Fiduciary Trust
Boston,
Massachusetts
| $101M | +$2.33M | +116,199 | +2% |
|
|
TA
2
Tiedemann Advisors
New York
| $14.5M | +$14.2M | +707,601 | +6,698% |
|
|
3
Rockefeller Capital Management
New York
| $4.18M | -$68.6K | -3,420 | -2% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $3.7M | +$6.36K | +317 | +0.2% |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $3.08M | +$83.2K | +4,149 | +3% |
|
|
6
LPL Financial
San Diego,
California
| $2.94M | +$2.93M | +145,930 | New |
|
|
7
Jane Street
New York
| $433K | -$346K | -17,269 | -45% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $109K | -$518K | -25,811 | -83% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $10.1K | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$397K | -19,973 | Closed |
|
|
BAM
11
Belpointe Asset Management
Reno,
Nevada
| – | -$99.2K | -4,992 | Closed |
|
EIPX Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q2 2023, worth a combined $130M — up 18% from $110M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EIPX and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was Tiedemann Advisors, adding an estimated $14.2M. The largest seller was Royal Bank of Canada, cutting an estimated $518K.
- 9 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q2 2023, down from 10 in Q1 2023.
- Funds reported $130M of FT Energy Income Partners Strategy ETF stock for Q2 2023, up 18% quarter-over-quarter.
- 1 fund opened new FT Energy Income Partners Strategy ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest FT Energy Income Partners Strategy ETF buyer in Q2 2023 was Tiedemann Advisors, an estimated $14.2M added.
- The largest FT Energy Income Partners Strategy ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $518K sold.
Based on aggregated 13F filings for Q2 2023.