First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
16 hedge funds and large institutions have $106M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
2,903% more capital inflows, than outflows
Capital inflows: $55.1M | Capital outflows: $1.83M
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$45.8M |
| 2 |
Morgan Stanley
New York
|
+$4.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.35M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$451K |
| 5 |
Placemark Investments
Chicago,
Illinois
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jefferies Group
New York
|
-$1.56M |
| 2 |
Jane Street
New York
|
-$176K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$35.7K |
| 4 |
SignalPoint Asset Management
Springfield,
Missouri
|
-$32.2K |
| 5 |
UBS
Zurich,
Switzerland
|
-$16K |
FPA Hedge Fund Activity: Q2 2014 in Review
16 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q2 2014, worth a combined $106M — up 116% from $49.3M a quarter earlier.
Fund positioning in FPA was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 5 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $45.8M. The largest seller was Jefferies Group, cutting an estimated $1.56M.
- 16 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $106M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q2 2014, up 116% quarter-over-quarter.
- 2 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q2 2014 and 2 closed out, a net change of 0 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q2 2014 was F-Squared Investment Management, an estimated $45.8M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q2 2014 was Jefferies Group, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2014.