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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
143 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
74% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 39
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
4% more funds holding
Funds holding: 137 → 143 (+6)
4% more capital invested
Capital invested by funds: $644M → $668M (+$24.5M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2.52% less ownership
Funds ownership: 74.26% → 71.74% (-2.5%)
Holders
143
Holders Change
+6
Holders Change %
+4.38%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CBB
Citizens Business Bank
Ontario,
California
|
+$19.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.4M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$6.97M |
| 5 |
Jane Street
New York
|
+$5.74M |
