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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
154 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
44% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 48
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
0% more funds holding
Funds holding: 154 → 154 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
16% less capital invested
Capital invested by funds: $1.11B → $927M (-$180M)
21.38% less ownership
Funds ownership: 93.16% → 71.78% (-21%)
Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
48
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.7M |
| 2 |
JP Morgan Chase
New York
|
+$15.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.69M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.25M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.74M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$213M |
| 2 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
-$34.3M |
| 3 |
Jane Street
New York
|
-$19.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.56M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.84M |
