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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
135 hedge funds and large institutions have $729M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
3% more capital invested
Capital invested by funds: $708M → $729M (+$20.7M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 137 → 135 (-2)
4.24% less ownership
Funds ownership: 73.53% → 69.29% (-4.2%)
17% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 58
Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
48
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$42.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$26.6M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$10.6M |
| 4 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
+$9.86M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.03M |
Top Sellers
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$37.2M |
| 2 |
Jane Street
New York
|
-$26.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.97M |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$6.25M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$3.85M |
