First Trust North American Energy Infrastructure Fund
EMLP
312 hedge funds and large institutions have $2.08B invested in First Trust North American Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
11% more capital invested
Capital invested by funds: $1.87B → $2.08B (+$208M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
4% more funds holding
Funds holding: 301 → 312 (+11)
1.09% more ownership
Funds ownership: 75.2% → 76.29% (+1.1%)
11% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
+$17.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.52M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$6.7M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$4.4M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.49M |
| 2 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$4.07M |
| 3 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$3.09M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$3.03M |
| 5 |
Jane Street
New York
|
-$2.32M |
EMLP Hedge Fund Activity: Q3 2024 in Review
312 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q3 2024, worth a combined $2.08B — up 11% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new EMLP positions and 21 closed out — a net gain of 16 holders — while 109 added to existing stakes and 123 trimmed.
The largest buyer was Disciplina Capital Management, adding an estimated $17.4M. The largest seller was Baird Financial Group, exiting entirely with an estimated $5.49M sold.
- 312 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q3 2024, up from 301 in Q2 2024.
- Funds reported $2.08B of First Trust North American Energy Infrastructure Fund stock for Q3 2024, up 11% quarter-over-quarter.
- 37 funds opened new First Trust North American Energy Infrastructure Fund positions in Q3 2024 and 21 closed out, a net change of +16 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q3 2024 was Disciplina Capital Management, an estimated $17.4M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q3 2024 was Baird Financial Group, an estimated $5.49M sold.
Based on aggregated 13F filings for Q3 2024.