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FT Energy Income Partners Strategy ETF
EIPX

30 hedge funds and large institutions have $330M invested in FT Energy Income Partners Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more funds holding

Funds holding: 27 → 30 (+3)

6% more capital invested

Capital invested by funds: $310M → $330M (+$19.7M)

0.3% less ownership

Funds ownership: 94.9% → 94.6% (-0.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
AlTi Global
New York
+$8.57M
2
AAP
Arax Advisory Partners
Colorado
+$1.21M
3
FT
Fiduciary Trust
Massachusetts
+$991K
4
STA
Summit Trail Advisors
New York
+$557K
5
IA
IFP Advisors
Florida
+$536K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$740K
2
CPO
Cerity Partners OCIO
New York
-$606K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$538K
4
PAG
Private Advisor Group
New Jersey
-$225K
5
GRP
Global Retirement Partners
California
-$45K
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$132M +$991K +39,632 +0.7%
AG
2
AlTi Global
New York
$93.5M +$8.57M +342,846 +10%
CPO
3
Cerity Partners OCIO
New York
$58.8M -$606K -24,250 -1%
CAM
4
Cresset Asset Management
Illinois
$9.18M +$250K +10,011 +3%
PAG
5
Private Advisor Group
New Jersey
$8.15M -$225K -8,989 -3%
LPL Financial
6
LPL Financial
California
$5.18M +$343K +13,729 +7%
Stifel Financial
7
Stifel Financial
Missouri
$4.55M +$35.4K +1,417 +0.8%
Raymond James Financial
8
Raymond James Financial
Florida
$4.19M +$4.28M +171,004 New
STA
9
Summit Trail Advisors
New York
$2.43M +$557K +22,286 +29%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.38M +$5.13K +205 +0.2%
RCG
11
Rock Creek Group
District of Columbia
$1.4M – – –
IWC
12
Integrated Wealth Concepts
Massachusetts
$1.34M +$45K +1,798 +3%
AAP
13
Arax Advisory Partners
Colorado
$1.18M +$1.21M +48,209 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$745K +$12.6K +502 +2%
CFO
15
CVA Family Office
Colorado
$625K +$4.93K +197 +0.8%
IA
16
IFP Advisors
Florida
$526K +$536K +21,442 New
MWM
17
Modern Wealth Management
Kansas
$476K +$486K +19,424 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$364K +$371K +14,836 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$363K +$370K +14,791 New
PWM
20
Prosperity Wealth Management
California
$334K +$32.9K +1,316 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$294K +$300K +11,990 New
LIS
22
Legacy Investment Solutions
Idaho
$277K +$155K +6,206 +135%
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$277K +$155K +6,206 +135%
UBS Group
24
UBS Group
Switzerland
$241K -$1.1K -44 -0.4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$233K – – –
1
2

EIPX Hedge Fund Activity: Q4 2024 in Review

30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q4 2024, worth a combined $330M — up 6.4% from $310M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EIPX positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was AlTi Global, adding an estimated $8.57M. The largest seller was Jane Street, exiting entirely with an estimated $740K sold.

  • 30 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $330M of FT Energy Income Partners Strategy ETF stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 7 funds opened new FT Energy Income Partners Strategy ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest FT Energy Income Partners Strategy ETF buyer in Q4 2024 was AlTi Global, an estimated $8.57M added.
  • The largest FT Energy Income Partners Strategy ETF seller in Q4 2024 was Jane Street, an estimated $740K sold.

Based on aggregated 13F filings for Q4 2024.