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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
386% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 7
87% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 45
29% more capital invested
Capital invested by funds: $1.13B → $1.45B (+$327M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more funds holding
Funds holding: 163 → 185 (+22)
3.91% more ownership
Funds ownership: 74.53% → 78.45% (+3.9%)
Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$14.9M |
| 2 |
JP Morgan Chase
New York
|
+$12.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.18M |
| 5 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
+$6.92M |
Top Sellers
| 1 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
-$9.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.57M |
| 3 |
Renaissance Technologies
New York
|
-$7.41M |
| 4 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$2.76M |
| 5 |
CBB
Citizens Business Bank
Ontario,
California
|
-$2.62M |
