We are live on
!
Find out more
First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
54 hedge funds and large institutions have $143M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
6% more funds holding
Funds holding: 51 → 54 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.7% less ownership
Funds ownership: 49.84% → 45.14% (-4.7%)
8% less capital invested
Capital invested by funds: $155M → $143M (-$12.1M)
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.64M |
| 2 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$3.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 4 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
+$970K |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
+$363K |
