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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
101 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more capital invested
Capital invested by funds: $351M → $351M (+$181K)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
0.12% less ownership
Funds ownership: 63.19% → 63.08% (-0.12%)
1% less funds holding
Funds holding: 102 → 101 (-1)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
22% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 45
Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.7%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
13
Increased
35
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$35.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$28.4M |
| 3 |
EL
Essex LLC
Deer Park,
Illinois
|
+$5.43M |
| 4 |
SWM
Shelton Wealth Management
Fort Worth,
Texas
|
+$5.18M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.68M |
