First Trust US Equity Opportunities ETF
FPX
70 hedge funds and large institutions have $213M invested in First Trust US Equity Opportunities ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 9 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
21% more capital invested
Capital invested by funds: $176M → $213M (+$36.7M)
4.13% more ownership
Funds ownership: 30.54% → 34.67% (+4.1%)
4% less funds holding
Funds holding: 73 → 70 (-3)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$19.4M |
| 2 |
Morgan Stanley
New York
|
+$11.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.22M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.56M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.4M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$2.63M |
| 2 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$2.58M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.51M |
| 4 |
Jane Street
New York
|
-$2.03M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
76
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$5.43K | -100 | Closed |
|
|
IWMPD
77
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$4K | -66 | Closed |
|
78
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -17 | Closed |
|
FPX Hedge Fund Activity: Q4 2016 in Review
70 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2016, worth a combined $213M — up 21% from $176M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FPX and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 33 added.
The largest buyer was UBS Group, adding an estimated $19.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.63M sold.
- 70 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2016, down from 73 in Q3 2016.
- Funds reported $213M of First Trust US Equity Opportunities ETF stock for Q4 2016, up 21% quarter-over-quarter.
- 8 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2016 and 9 closed out, a net change of -1 holder.
- The largest First Trust US Equity Opportunities ETF buyer in Q4 2016 was UBS Group, an estimated $19.4M added.
- The largest First Trust US Equity Opportunities ETF seller in Q4 2016 was Goldman Sachs, an estimated $2.63M sold.
Based on aggregated 13F filings for Q4 2016.