First Trust EIP Power Solutions ETF
FPWR
15 hedge funds and large institutions have $3.35M invested in First Trust EIP Power Solutions ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
0.39% more ownership
Funds ownership: 10.74% → 11.13% (+0.39%)
1% less capital invested
Capital invested by funds: $3.4M → $3.35M (-$48.2K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$126K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.87K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.52K |
| 4 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$2.98K |
| 5 |
Morgan Stanley
New York
|
+$93 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$216K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$179K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.66K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $978K | -$216K | -9,253 | -19% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $567K | -$2.98K | -128 | -0.5% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $405K | +$4.52K | +194 | +1% |
|
|
GWA
4
GGM Wealth Advisors
Baltimore,
Maryland
| $316K | – | – | – |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $283K | – | – | – |
|
|
AIP
6
Ameritas Investment Partners
Lincoln,
Nebraska
| $283K | +$2.98K | +128 | +1% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $181K | -$179K | -7,677 | -51% |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $133K | +$126K | +5,428 | New |
|
|
AA
9
Ancora Advisors
Cleveland,
Ohio
| $79.8K | – | – | – |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $48.5K | -$4.66K | -200 | -9% |
|
|
NS
11
NBC Securities
Birmingham,
Alabama
| $29K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $23K | +$6.87K | +295 | +45% |
|
|
HI
13
Harbour Investments
Madison,
Wisconsin
| $16.9K | – | – | – |
|
|
LFG
14
Larson Financial Group
St Louis,
Missouri
| $10.6K | – | – | – |
|
|
15
Morgan Stanley
New York
| $106 | +$93 | +4 | New |
|
FPWR Hedge Fund Activity: Q4 2023 in Review
15 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust EIP Power Solutions ETF (FPWR) for Q4 2023, worth a combined $3.35M — down 1.4% from $3.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FPWR positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $126K. The largest seller was Jane Street, cutting an estimated $216K.
- 15 institutional investors held First Trust EIP Power Solutions ETF (FPWR) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $3.35M of First Trust EIP Power Solutions ETF stock for Q4 2023, down 1.4% quarter-over-quarter.
- 2 funds opened new First Trust EIP Power Solutions ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest First Trust EIP Power Solutions ETF buyer in Q4 2023 was Bank of Montreal, an estimated $126K added.
- The largest First Trust EIP Power Solutions ETF seller in Q4 2023 was Jane Street, an estimated $216K sold.
Based on aggregated 13F filings for Q4 2023.