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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
66 hedge funds and large institutions have $168M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
22% more funds holding
Funds holding: 54 → 66 (+12)
17% more capital invested
Capital invested by funds: $143M → $168M (+$25M)
3.87% more ownership
Funds ownership: 45.14% → 49.01% (+3.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
30
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$10M |
| 2 |
Morgan Stanley
New York
|
+$9.82M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$6.64M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.04M |
| 5 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$1.49M |
