First Trust North American Energy Infrastructure Fund
EMLP
341 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 141 increasing their positions, 103 reducing their positions, and 17 closing their positions.
218% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 17
37% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 103
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
9% more funds holding
Funds holding: 312 → 341 (+29)
9% more capital invested
Capital invested by funds: $2.08B → $2.27B (+$185M)
0.44% more ownership
Funds ownership: 76.29% → 76.72% (+0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$18.6M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$17.5M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$3.67M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.68M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$7.38M |
| 2 |
AG
AlTi Global
New York
|
-$6.15M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$3.3M |
| 4 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$2.8M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
351
Montag & Associates
Atlanta,
Georgia
| – | -$19K | -565 | Closed |
|
|
BSB
352
Bangor Savings Bank
Bangor,
Maine
| – | -$16.8K | -500 | Closed |
|
|
AIC
353
Archer Investment Corporation
Carmel,
Indiana
| – | -$9.58K | -285 | Closed |
|
|
CPA
354
Clear Point Advisors
Melville,
New York
| – | -$8.49K | -253 | Closed |
|
355
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8.06K | -240 | Closed |
|
356
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6.52K | -195 | Closed |
|
|
TRCT
357
Tower Research Capital (TRC)
New York
| – | -$6.12K | -182 | Closed |
|
|
PS
358
Planned Solutions
Folsom,
California
| – | -$2.65K | -79 | Closed |
|
|
BAM
359
Belpointe Asset Management
Reno,
Nevada
| – | -$737 | -22 | Closed |
|
EMLP Hedge Fund Activity: Q4 2024 in Review
341 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2024, worth a combined $2.27B — up 8.9% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new EMLP positions and 17 closed out — a net gain of 37 holders — while 141 added to existing stakes and 103 trimmed.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $18.6M. The largest seller was International Assets Investment Management, cutting an estimated $7.38M.
- 341 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2024, up from 312 in Q3 2024.
- Funds reported $2.27B of First Trust North American Energy Infrastructure Fund stock for Q4 2024, up 8.9% quarter-over-quarter.
- 54 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2024 and 17 closed out, a net change of +37 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2024 was Modern Wealth Management, an estimated $18.6M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.38M sold.
Based on aggregated 13F filings for Q4 2024.