FT Energy Income Partners Strategy ETF
EIPX
14 hedge funds and large institutions have $224M invested in FT Energy Income Partners Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
56% more capital invested
Capital invested by funds: $144M → $224M (+$80.4M)
27% more funds holding
Funds holding: 11 → 14 (+3)
2% more ownership
Funds ownership: 93.32% → 95.31% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$40.8M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$7.18M |
| 3 |
Jane Street
New York
|
+$1.36M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$1.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.75M |
| 2 |
Rockefeller Capital Management
New York
|
-$266K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$26.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FT
1
Fiduciary Trust
Boston,
Massachusetts
| $113M | +$1.3M | +61,637 | +1% |
|
|
AG
2
AlTi Global
New York
| $46.9M | +$46.6M | +2,206,158 | New |
|
|
PWPCM
3
Perella Weinberg Partners Capital Management
New York
| $41.2M | +$40.8M | +1,934,861 | New |
|
|
CAM
4
Cresset Asset Management
Chicago,
Illinois
| $7.23M | +$7.18M | +339,988 | New |
|
|
5
Stifel Financial
St. Louis,
Missouri
| $3.69M | -$26.4K | -1,249 | -0.7% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $3.59M | +$7.16K | +339 | +0.2% |
|
|
7
LPL Financial
San Diego,
California
| $3.3M | -$1.75M | -82,743 | -35% |
|
|
8
Rockefeller Capital Management
New York
| $2.35M | -$266K | -12,587 | -10% |
|
|
9
Jane Street
New York
| $2.04M | +$1.36M | +64,406 | +203% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $797K | +$102K | +4,836 | +15% |
|
11
Citadel Advisors
Miami,
Florida
| $215K | +$1.79K | +85 | +0.8% |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $150K | +$37.5K | +1,777 | +34% |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $25K | – | – | – |
|
14
Morgan Stanley
New York
| $86 | +$84 | +4 | New |
|
EIPX Hedge Fund Activity: Q4 2023 in Review
14 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q4 2023, worth a combined $224M — up 56% from $144M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EIPX positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $40.8M. The largest seller was LPL Financial, cutting an estimated $1.75M.
- 14 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $224M of FT Energy Income Partners Strategy ETF stock for Q4 2023, up 56% quarter-over-quarter.
- 4 funds opened new FT Energy Income Partners Strategy ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
- The largest FT Energy Income Partners Strategy ETF buyer in Q4 2023 was Perella Weinberg Partners Capital Management, an estimated $40.8M added.
- The largest FT Energy Income Partners Strategy ETF seller in Q4 2023 was LPL Financial, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2023.