First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
Holders
136
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$21.2M | |
| 2 | +$19.5M | |
| 3 | +$12.5M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.97M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.43M |
Top Sellers
| 1 | -$19.3M | |
| 2 | -$14.7M | |
| 3 | -$5.45M | |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$3.96M |
| 5 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
-$2.99M |