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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
82 hedge funds and large institutions have $270M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
236% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
35% more capital invested
Capital invested by funds: $200M → $270M (+$69.7M)
19% more funds holding
Funds holding: 69 → 82 (+13)
6.2% more ownership
Funds ownership: 52.79% → 59% (+6.2%)
Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
16
Increased
47
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.7M |
| 2 |
Morgan Stanley
New York
|
+$7.44M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$4.99M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.02M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.65M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
76
Toth Financial Advisory
Leesburg,
Virginia
| $17K | +$16.6K | +800 | New |
|
|
APA
77
American Portfolios Advisors
Holbrook,
New York
| $14.5K | +$14.5K | +700 | New |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $12K | -$2.22K | -107 | -16% |
|
|
ADL
79
Asset Dedication LLC
San Francisco,
California
| $12K | – | – | – |
|
80
Wells Fargo
San Francisco,
California
| $12K | – | – | – |
|
|
APWA
81
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $10K | – | – | – |
|
|
CFGS
82
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
83
Jane Street
New York
| – | -$673K | -32,541 | Closed |
|
|
RA
84
RFG Advisory
Birmingham,
Alabama
| – | -$361K | -17,477 | Closed |
|