FT Energy Income Partners Strategy ETF
EIPX
11 hedge funds and large institutions have $144M invested in FT Energy Income Partners Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
11% more capital invested
Capital invested by funds: $130M → $144M (+$13.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.5% less ownership
Funds ownership: 94.82% → 93.32% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$4.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.93M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$1.67M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$675K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$1.78M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$198K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FT
1
Fiduciary Trust
Boston,
Massachusetts
| $110M | +$4.59M | +218,348 | +4% |
|
|
TA
2
Tiedemann Advisors
New York
| $16.8M | +$1.67M | +79,505 | +11% |
|
|
3
LPL Financial
San Diego,
California
| $5.02M | +$1.93M | +91,806 | +63% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $3.68M | -$198K | -9,436 | -5% |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $3.55M | +$322K | +15,307 | +10% |
|
|
6
Rockefeller Capital Management
New York
| $2.59M | -$1.78M | -84,549 | -41% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $688K | +$675K | +32,123 | +6,425% |
|
8
Jane Street
New York
| $669K | +$214K | +10,172 | +47% |
|
9
Citadel Advisors
Miami,
Florida
| $212K | +$211K | +10,029 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $111K | -$3.09K | -147 | -3% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $25K | +$24.5K | +1,164 | New |
|
EIPX Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q3 2023, worth a combined $144M — up 11% from $130M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EIPX positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Fiduciary Trust, adding an estimated $4.59M. The largest seller was Rockefeller Capital Management, cutting an estimated $1.78M.
- 11 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $144M of FT Energy Income Partners Strategy ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 2 funds opened new FT Energy Income Partners Strategy ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest FT Energy Income Partners Strategy ETF buyer in Q3 2023 was Fiduciary Trust, an estimated $4.59M added.
- The largest FT Energy Income Partners Strategy ETF seller in Q3 2023 was Rockefeller Capital Management, an estimated $1.78M sold.
Based on aggregated 13F filings for Q3 2023.