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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
137 hedge funds and large institutions have $644M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
68% more capital invested
Capital invested by funds: $383M → $644M (+$261M)
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
25% more funds holding
Funds holding: 110 → 137 (+27)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
12.91% more ownership
Funds ownership: 61.35% → 74.26% (+13%)
Holders
137
Holders Change
+27
Holders Change %
+24.55%
% of All Funds
2.2%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
50
Reduced
37
Closed
13
Calls
$1.86M
Puts
–
Net Calls
+$1.86M
Net Calls Change
+$304K
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$9.68M |
| 2 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$3.9M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$3.3M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.71M |
| 5 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
-$1.69M |
