First Trust US Equity Opportunities ETF
FPX
67 hedge funds and large institutions have $181M invested in First Trust US Equity Opportunities ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 12 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 12
20% more capital invested
Capital invested by funds: $151M → $181M (+$30.2M)
1.41% more ownership
Funds ownership: 27.12% → 28.53% (+1.4%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
1% less funds holding
Funds holding: 68 → 67 (-1)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.33M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.75M |
| 3 |
Morgan Stanley
New York
|
+$3.18M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.89M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
+$1.68M |
Top Sellers
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.49M |
| 2 |
AIG
American International Group
New York
|
-$1.24M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.08M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$772K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$681K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$157K | -3,125 | Closed |
|
|
FANJ
77
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -125 | Closed |
|
|
MWP
78
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$4K | -75 | Closed |
|
FPX Hedge Fund Activity: Q1 2015 in Review
67 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2015, worth a combined $181M — up 20% from $151M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FPX positions and 12 closed out — a net gain of 1 holder — while 33 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $5.33M. The largest seller was CIBC World Market, exiting entirely with an estimated $2.49M sold.
- 67 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2015, down from 68 in Q4 2014.
- Funds reported $181M of First Trust US Equity Opportunities ETF stock for Q1 2015, up 20% quarter-over-quarter.
- 13 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2015 and 12 closed out, a net change of +1 holder.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2015 was Bank of America, an estimated $5.33M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2015 was CIBC World Market, an estimated $2.49M sold.
Based on aggregated 13F filings for Q1 2015.