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First Trust Institutional Preferred Securities and Income ETF

44 hedge funds and large institutions have $142M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $135M → $142M (+$6.14M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

3.01% less ownership

Funds ownership: 51.06%48.05% (-3%)

4% less funds holding

Funds holding: 4644 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
51
Bogart Wealth LLC
Virginia
-$8K -500 Closed
GSC
52
G&S Capital
Colorado
-$6K -400 Closed