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FPWR

First Trust EIP Power Solutions ETF
FPWR

13 hedge funds and large institutions have $3.4M invested in First Trust EIP Power Solutions ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 14 → 13 (-1)

7.83% less ownership

Funds ownership: 18.56% → 10.74% (-7.8%)

49% less capital invested

Capital invested by funds: $6.66M → $3.4M (-$3.26M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$237K
2
AIP
Ameritas Investment Partners
Nebraska
+$4.67K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.77M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$425K
3
CAN
Cetera Advisor Networks
California
-$393K
4
AWM
AE Wealth Management
Kansas
-$300K
5
UBS Group
UBS Group
Switzerland
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$1.12M -$1.77M -72,512 -59%
CAN
2
Cetera Advisor Networks
California
$534K -$393K -16,070 -41%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$375K +$237K +9,689 +141%
Osaic Holdings
4
Osaic Holdings
Arizona
$343K -$70.9K -2,904 -16%
GWA
5
GGM Wealth Advisors
Maryland
$307K – – –
CA
6
Cetera Advisors
Colorado
$265K -$48.9K -2,000 -15%
AIP
7
Ameritas Investment Partners
Nebraska
$262K +$4.67K +191 +2%
AA
8
Ancora Advisors
Ohio
$74.7K – – –
GWM
9
Geneos Wealth Management
Colorado
$49.9K -$7.33K -300 -12%
NS
10
NBC Securities
Alabama
$27K +$29.6K +1,210 New
HI
11
Harbour Investments
Wisconsin
$15.8K – – –
UBS Group
12
UBS Group
Switzerland
$14.8K -$170K -6,955 -91%
LFG
13
Larson Financial Group
Missouri
$9.91K – – –
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
– -$425K -17,063 Closed
AWM
15
AE Wealth Management
Kansas
– -$300K -12,128 Closed

FPWR Hedge Fund Activity: Q3 2023 in Review

13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust EIP Power Solutions ETF (FPWR) for Q3 2023, worth a combined $3.4M — down 49% from $6.66M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FPWR and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.

The largest buyer was Royal Bank of Canada, adding an estimated $237K. The largest seller was Jane Street, cutting an estimated $1.77M.

  • 13 institutional investors held First Trust EIP Power Solutions ETF (FPWR) as of Q3 2023, down from 14 in Q2 2023.
  • Funds reported $3.4M of First Trust EIP Power Solutions ETF stock for Q3 2023, down 49% quarter-over-quarter.
  • 1 fund opened new First Trust EIP Power Solutions ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
  • The largest First Trust EIP Power Solutions ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $237K added.
  • The largest First Trust EIP Power Solutions ETF seller in Q3 2023 was Jane Street, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2023.