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FT Energy Income Partners Strategy ETF

27 hedge funds and large institutions have $310M invested in FT Energy Income Partners Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more funds holding

Funds holding: 2127 (+6)

5% more capital invested

Capital invested by funds: $295M → $310M (+$15.1M)

0.69% less ownership

Funds ownership: 95.6%94.9% (-0.69%)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$129M +$507K +21,169 +0.4%
AG
2
AlTi Global
New York
$83.8M +$1.5M +62,874 +2%
CPO
3
Cerity Partners OCIO
New York
$58.6M
CAM
4
Cresset Asset Management
Illinois
$8.82M +$66K +2,760 +0.8%
PAG
5
Private Advisor Group
New Jersey
$8.26M +$351K +14,681 +4%
LPL Financial
6
LPL Financial
California
$4.77M -$120K -5,016 -2%
Stifel Financial
7
Stifel Financial
Missouri
$4.45M +$151K +6,312 +4%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.35M -$5.77K -241 -0.2%
STA
9
Summit Trail Advisors
New York
$1.86M +$1.84M +76,856 New
RCG
10
Rock Creek Group
District of Columbia
$1.28M
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.28M +$562K +23,481 +80%
C
12
CEDRUS
Colorado
$926K +$181K +7,543 +25%
Jane Street
13
Jane Street
New York
$740K -$1.79M -74,719 -71%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$723K +$468K +19,559 +189%
CFO
15
CVA Family Office
Colorado
$612K +$606K +25,308 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$538K +$533K +22,261 New
PWM
17
Prosperity Wealth Management
California
$297K +$294K +12,297 New
UBS Group
18
UBS Group
Switzerland
$239K -$12K -500 -5%
Corient Private Wealth
19
Corient Private Wealth
Florida
$230K
GRP
20
Global Retirement Partners
California
$169K +$168K +7,006 New
LIS
21
Legacy Investment Solutions
Idaho
$116K +$110K +4,589 New
LWMI
22
Legacy Wealth Management (Idaho)
Idaho
$116K +$110K +4,589 New
Osaic Holdings
23
Osaic Holdings
Arizona
$65.5K -$346K -14,463 -84%
Comerica Bank
24
Comerica Bank
Texas
$14.5K
Wells Fargo
25
Wells Fargo
California
$6.26K -$27.1K -1,131 -81%

EIPX Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q3 2024, worth a combined $310M — up 5.1% from $295M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EIPX positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $1.84M. The largest seller was Jane Street, cutting an estimated $1.79M.

  • 27 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q3 2024, up from 21 in Q2 2024.
  • Funds reported $310M of FT Energy Income Partners Strategy ETF stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 7 funds opened new FT Energy Income Partners Strategy ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest FT Energy Income Partners Strategy ETF buyer in Q3 2024 was Summit Trail Advisors, an estimated $1.84M added.
  • The largest FT Energy Income Partners Strategy ETF seller in Q3 2024 was Jane Street, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2024.