First Trust US Equity Opportunities ETF
FPX
82 hedge funds and large institutions have $505M invested in First Trust US Equity Opportunities ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
215% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 13
137% more capital invested
Capital invested by funds: $213M → $505M (+$292M)
64.7% more ownership
Funds ownership: 34.67% → 99.37% (+65%)
17% more funds holding
Funds holding: 70 → 82 (+12)
Top Buyers
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$422M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$5.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.99M |
| 4 |
Morgan Stanley
New York
|
+$3.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.36M |
Top Sellers
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$597K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$487K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$224K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
Gradient Investments
Arden Hills,
Minnesota
| $10K | – | – | – |
|
|
FANJ
77
Financial Architects (New Jersey)
Marlton,
New Jersey
| $6K | -$18.3K | -325 | -76% |
|
78
BlackRock
New York
| $4K | – | – | – |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| $4K | +$3.56K | +63 | New |
|
|
PMFA
80
Plante Moran Financial Advisors
Southfield,
Michigan
| $4K | +$3.95K | +70 | New |
|
|
AIM
81
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | – | – | – |
|
|
TRCT
82
Tower Research Capital (TRC)
New York
| – | -$487K | -8,994 | Closed |
|
|
TH
83
Timber Hill
Greenwich,
Connecticut
| – | -$224K | -4,142 | Closed |
|
|
PCP
84
Proficio Capital Partners
Newton,
Massachusetts
| – | -$22K | -400 | Closed |
|
FPX Hedge Fund Activity: Q1 2017 in Review
82 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2017, worth a combined $505M — up 137% from $213M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FPX positions and 3 closed out — a net gain of 13 holders — while 41 added to existing stakes and 13 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $422M. The largest seller was Advisor Group, cutting an estimated $1.25M.
- 82 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2017, up from 70 in Q4 2016.
- Funds reported $505M of First Trust US Equity Opportunities ETF stock for Q1 2017, up 137% quarter-over-quarter.
- 16 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2017 and 3 closed out, a net change of +13 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2017 was MML Investors Services, an estimated $422M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2017 was Advisor Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2017.