We are live on ! Find out more
EIPX icon

FT Energy Income Partners Strategy ETF

36 hedge funds and large institutions have $345M invested in FT Energy Income Partners Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

1.69% less ownership

Funds ownership: 93.81%92.12% (-1.7%)

6% less capital invested

Capital invested by funds: $368M → $345M (-$22.8M)

8% less funds holding

Funds holding: 3936 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
16
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$137M -$1.4M -56,344 -1%
AG
2
AlTi Global
New York
$107M +$1.98M +79,678 +2%
CPO
3
Cerity Partners OCIO
New York
$61.5M
LPL Financial
4
LPL Financial
California
$8.68M +$96.3K +3,874 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$4.34M -$287K -11,532 -6%
Stifel Financial
6
Stifel Financial
Missouri
$3.75M -$678K -27,292 -16%
STA
7
Summit Trail Advisors
New York
$2.6M -$47.9K -1,928 -2%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.51M +$46.1K +1,855 +2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$2.25M +90,656 New
SCM
10
SCS Capital Management
Massachusetts
$2.14M
BEI
11
Benjamin Edwards Inc
Missouri
$1.7M -$190K -7,634 -10%
AAP
12
Arax Advisory Partners
Colorado
$1.53M +$240K +9,636 +19%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.33M -$63K -2,534 -5%
UBS Group
14
UBS Group
Switzerland
$967K +$701K +28,190 +295%
Bank of America
15
Bank of America
North Carolina
$762K +$739K +29,713 New
MWM
16
Modern Wealth Management
Kansas
$600K -$9.5K -382 -2%
IA
17
IFP Advisors
Florida
$565K -$845 -34 -0.2%
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$536K +$19.3K +775 +4%
KPWS
19
Kestra Private Wealth Services
Texas
$526K +$132K +5,309 +35%
CFO
20
CVA Family Office
Colorado
$517K +$4.38K +176 +0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$440K +$12.4K +500 +3%
LWMI
22
Legacy Wealth Management (Idaho)
Idaho
$417K +$101K +4,046 +33%
LIS
23
Legacy Investment Solutions
Idaho
$417K +$405K +16,274 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$393K +$8.68K +349 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$374K -$2.14K -86 -0.6%

EIPX Hedge Fund Activity: Q2 2025 in Review

36 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Energy Income Partners Strategy ETF (EIPX) for Q2 2025, worth a combined $345M — down 6.2% from $368M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EIPX and 6 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.25M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $8.07M sold.

  • 36 institutional investors held FT Energy Income Partners Strategy ETF (EIPX) as of Q2 2025, down from 39 in Q1 2025.
  • Funds reported $345M of FT Energy Income Partners Strategy ETF stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 6 funds opened new FT Energy Income Partners Strategy ETF positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest FT Energy Income Partners Strategy ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $2.25M added.
  • The largest FT Energy Income Partners Strategy ETF seller in Q2 2025 was Cresset Asset Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q2 2025.