First Trust US Equity Opportunities ETF
FPX
160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.
6% more capital invested
Capital invested by funds: $341M → $362M (+$21.3M)
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
0.85% more ownership
Funds ownership: 45.02% → 45.88% (+0.85%)
1% less funds holding
Funds holding: 162 → 160 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$5.57M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.75M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$2.61M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.81M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.31M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.54M |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$3.02M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.42M |
FPX Hedge Fund Activity: Q2 2023 in Review
160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2023, worth a combined $362M — up 6.3% from $341M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FPX positions and 16 closed out — a net gain of 1 holder — while 33 added to existing stakes and 67 trimmed.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $6.81M.
- 160 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2023, down from 162 in Q1 2023.
- Funds reported $362M of First Trust US Equity Opportunities ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
- 17 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2023 and 16 closed out, a net change of +1 holder.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $5.57M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2023 was Bank of America, an estimated $6.81M sold.
Based on aggregated 13F filings for Q2 2023.