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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
137 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, 54 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
6% more capital invested
Capital invested by funds: $668M → $708M (+$39.7M)
1.79% more ownership
Funds ownership: 71.74% → 73.53% (+1.8%)
7% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 54
4% less funds holding
Funds holding: 143 → 137 (-6)
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
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
54
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$21.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.9M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.39M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEG
151
World Equity Group
Schaumburg,
Illinois
| – | -$245K | -2,906 | Closed |
|
|
FHA
152
First Horizon Advisors
Memphis,
Tennessee
| – | -$45.5K | -2,715 | Closed |
|
153
JP Morgan Chase
New York
| – | -$42K | -2,526 | Closed |
|
|
VWM
154
Venturi Wealth Management
Austin,
Texas
| – | -$35.1K | -2,093 | Closed |
|
|
BAM
155
Belpointe Asset Management
Reno,
Nevada
| – | -$13.4K | -800 | Closed |
|
|
FCA
156
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$13.4K | -800 | Closed |
|
|
CAL
157
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$3K | -194 | Closed |
|
|
ASN
158
Advisory Services Network
Atlanta,
Georgia
| – | -$1.33K | -80 | Closed |
|