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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
154 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
52% more capital invested
Capital invested by funds: $729M → $1.11B (+$378M)
23.87% more ownership
Funds ownership: 69.29% → 93.16% (+24%)
14% more funds holding
Funds holding: 135 → 154 (+19)
23% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 61
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Holders
154
Holders Change
+19
Holders Change %
+14.07%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$212M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$34.7M |
| 3 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
+$32.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$28.1M |
| 5 |
Jane Street
New York
|
+$17.6M |
