First Trust US Equity Opportunities ETF
FPX
57 hedge funds and large institutions have $166M invested in First Trust US Equity Opportunities ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 6 closing their positions.
675% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
49% more capital invested
Capital invested by funds: $111M → $166M (+$54.7M)
27% more funds holding
Funds holding: 45 → 57 (+12)
0.94% less ownership
Funds ownership: 32.39% → 31.45% (-0.94%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$11.7M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$6.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.4M |
| 4 |
VF
Virtu Financial
New York
|
+$4.57M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$3.21M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
51
D.A. Davidson & Co
Great Falls,
Montana
| $53K | +$53.9K | +1,170 | New |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $31K | +$30.7K | +666 | New |
|
|
OIA
53
Optimum Investment Advisors
Chicago,
Illinois
| $18K | +$18.4K | +400 | New |
|
|
TCM
54
Tradewinds Capital Management
Bellingham,
Washington
| $5K | +$4.61K | +100 | New |
|
|
CAL
55
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $4.59K | – | – | – |
|
|
PAS
56
Partnervest Advisory Services
Santa Barbara,
California
| $2K | – | – | – |
|
|
MIM
57
Macroview Investment Management
Bethesda,
Maryland
| $2K | +$2.31K | +50 | New |
|
58
SG Americas Securities
New York
| – | -$1.81M | -39,800 | Closed |
|
|
BCM
59
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$526K | -11,600 | Closed |
|
|
PFS
60
Prospera Financial Services
Dallas,
Texas
| – | -$439K | -9,662 | Closed |
|
61
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$34K | -750 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14K | -299 | Closed |
|
63
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -74 | Closed |
|
FPX Hedge Fund Activity: Q1 2014 in Review
57 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2014, worth a combined $166M — up 49% from $111M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FPX positions and 6 closed out — a net gain of 12 holders — while 31 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.7M. The largest seller was New York Life Investment Management, cutting an estimated $4.2M.
- 57 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2014, up from 45 in Q4 2013.
- Funds reported $166M of First Trust US Equity Opportunities ETF stock for Q1 2014, up 49% quarter-over-quarter.
- 18 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2014 and 6 closed out, a net change of +12 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2014 was Morgan Stanley, an estimated $11.7M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2014 was New York Life Investment Management, an estimated $4.2M sold.
Based on aggregated 13F filings for Q1 2014.