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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
180 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 59 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
39% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 59
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
0% more ownership
Funds ownership: 78.45% → 78.45% (+0%)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
3% less funds holding
Funds holding: 185 → 180 (-5)
13% less capital invested
Capital invested by funds: $1.45B → $1.26B (-$188M)
Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
17
Increased
82
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$27.1M |
| 2 |
Morgan Stanley
New York
|
+$20.2M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.62M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.66M |
