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FT Energy Income Partners Strategy ETF

18 hedge funds and large institutions have $272M invested in FT Energy Income Partners Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more funds holding

Funds holding: 1418 (+4)

21% more capital invested

Capital invested by funds: $224M → $272M (+$47.5M)

0.88% more ownership

Funds ownership: 95.31%96.19% (+0.88%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$123M +$1.18M +54,651 +1%
AG
2
AlTi Global
New York
$62.1M +$10.5M +486,386 +22%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$57.1M +$11.7M +542,909 +28%
CAM
4
Cresset Asset Management
Illinois
$8.12M +$269K +12,455 +4%
PAG
5
Private Advisor Group
New Jersey
$7.43M +$3.31M +153,389 +91%
Stifel Financial
6
Stifel Financial
Missouri
$4.06M +$62K +2,874 +2%
LPL Financial
7
LPL Financial
California
$3.68M +$103K +4,792 +3%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.27M -$259K -12,026 -11%
Citadel Advisors
9
Citadel Advisors
Florida
$1.02M +$737K +34,144 +338%
Osaic Holdings
10
Osaic Holdings
Arizona
$986K +$115K +5,320 +14%
VCM
11
Virtue Capital Management
Tennessee
$492K +$453K +20,975 New
FTUS
12
Flow Traders U.S.
New York
$455K +$426K +19,744 New
Jane Street
13
Jane Street
New York
$335K -$1.76M -81,559 -85%
Corient Private Wealth
14
Corient Private Wealth
Florida
$212K +$199K +9,203 New
UBS Group
15
UBS Group
Switzerland
$135K +$127K +5,871 New
Comerica Bank
16
Comerica Bank
Texas
$13.8K +$12.9K +600 New
HI
17
Harbour Investments
Wisconsin
$1.38K +$1.29K +60 New
Morgan Stanley
18
Morgan Stanley
New York
$33 -$65 -3 -75%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$150K -7,044 Closed
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
-$25K -1,164 Closed

EIPX Hedge Fund Activity: Q1 2024 in Review

18 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q1 2024, worth a combined $272M — up 21% from $224M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EIPX positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $11.7M. The largest seller was Jane Street, cutting an estimated $1.76M.

  • 18 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q1 2024, up from 14 in Q4 2023.
  • Funds reported $272M of FT Energy Income Partners Strategy ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 6 funds opened new FT Energy Income Partners Strategy ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest FT Energy Income Partners Strategy ETF buyer in Q1 2024 was Perella Weinberg Partners Capital Management, an estimated $11.7M added.
  • The largest FT Energy Income Partners Strategy ETF seller in Q1 2024 was Jane Street, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2024.