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First Trust Institutional Preferred Securities and Income ETF
FPEI

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more funds holding

Funds holding: 154 → 166 (+12)

1.94% more ownership

Funds ownership: 71.78% → 73.73% (+1.9%)

2% more capital invested

Capital invested by funds: $927M → $947M (+$20.6M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIM
Gunn & Company Investment Management
Florida
+$36.3M
2
CFG
Citizens Financial Group
Rhode Island
+$8.12M
3
LPL Financial
LPL Financial
California
+$6.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.98M
5
EH
Equitable Holdings
New York
+$1.94M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.7M
2
MMA
Miracle Mile Advisors
California
-$11.3M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.74M
4
GSC
G&S Capital
Colorado
-$3.41M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
176
Independent Financial Group
California
– -$279K -15,333 Closed
AAS
177
Ameritas Advisory Services
Nebraska
– -$267K -14,772 Closed
CAG
178
Csenge Advisory Group
Florida
– -$199K -10,938 Closed
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
– -$68.7K -3,772 Closed
S
180
SignatureFD
Georgia
– -$43.7K -2,400 Closed
APC
181
Aspire Private Capital
North Carolina
– -$16K -876 Closed
TAM
182
Tucker Asset Management
Colorado
– -$1.33K -73 Closed
4 5 6 7
8