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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
51 hedge funds and large institutions have $155M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
16% more funds holding
Funds holding: 44 → 51 (+7)
9% more capital invested
Capital invested by funds: $142M → $155M (+$13.3M)
1.79% more ownership
Funds ownership: 48.05% → 49.84% (+1.8%)
Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
22
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$6.82M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.24M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.42M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.42M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.16M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | +$4.89K | +253 | New |
|
52
Koshinski Asset Management
Decatur,
Illinois
| $1.14K | +$47K | +2,432 | +4% |
|
53
Stifel Financial
St. Louis,
Missouri
| – | -$465K | -24,688 | Closed |
|
|
PAG
54
Private Advisor Group
Morristown,
New Jersey
| – | -$92K | -4,907 | Closed |
|