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First Trust Institutional Preferred Securities and Income ETF

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: 154166 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$214M -$1.31M -72,100 -0.6%
UBS Group
2
UBS Group
Switzerland
$135M -$1.66M -91,383 -1%
Bank of America
3
Bank of America
North Carolina
$83.1M +$1.91M +105,026 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$56.6M +$636K +34,914 +1%
LPL Financial
5
LPL Financial
California
$52.1M +$6.44M +353,767 +14%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$38.9M +$251K +13,776 +0.7%
GCIM
7
Gunn & Company Investment Management
Florida
$38.9M +$36.3M +1,991,957 +1,585%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.5M +$1.98M +108,761 +8%
CBB
9
Citizens Business Bank
California
$17.9M -$112K -6,168 -0.6%
KFI
10
Key Financial Inc
Pennsylvania
$16.4M +$205K +11,282 +1%
EL
11
Essex LLC
Illinois
$16.2M -$117K -6,412 -0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$14.2M -$230K -12,651 -2%
Truist Financial
13
Truist Financial
North Carolina
$14M +$556K +30,547 +4%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$11.4M +$58.6K +3,220 +0.5%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$11.4M
Osaic Holdings
16
Osaic Holdings
Arizona
$11.1M -$141K -7,717 -1%
RJA
17
Raymond James & Associates
Florida
$9.39M -$72.4K -3,974 -0.8%
CFG
18
Citizens Financial Group
Rhode Island
$8.2M +$8.12M +446,120 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.66M +$15.9K +872 +0.2%
ECA
20
Elevated Capital Advisors
Utah
$7.5M -$33K -1,812 -0.4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$7.27M +$584K +32,043 +9%
Renaissance Technologies
22
Renaissance Technologies
New York
$6.42M -$2.2M -121,025 -26%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.67M -$15.7M -861,169 -74%
FA
24
Flagstar Advisors
New York
$4.81M +$291K +16,000 +7%
IIA
25
Integral Investment Advisors
California
$4.81M -$103K -5,656 -2%