First Trust US Equity Opportunities ETF
FPX
105 hedge funds and large institutions have $451M invested in First Trust US Equity Opportunities ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
125% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 20
24% more capital invested
Capital invested by funds: $364M → $451M (+$87M)
18% more funds holding
Funds holding: 89 → 105 (+16)
2.64% more ownership
Funds ownership: 41.91% → 44.55% (+2.6%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.8M |
| 2 |
Citigroup
New York
|
+$6.75M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.82M |
| 4 |
Morgan Stanley
New York
|
+$3.06M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
+$2.94M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.76M |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$1.98M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.41M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFNAS
101
American Financial Network Advisory Services
Calabasas,
California
| $3K | – | – | – |
|
|
AIP
102
Ameritas Investment Partners
Lincoln,
Nebraska
| $2K | – | – | – |
|
103
SEI Investments
Oaks,
Pennsylvania
| $2K | – | – | – |
|
|
AIM
104
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | – | – | – |
|
|
105
Goldman Sachs
New York
| – | -$7.76M | -121,552 | Closed |
|
|
VWA
106
V Wealth Advisors
Overland Park,
Kansas
| – | -$1.98M | -30,928 | Closed |
|
107
Jane Street
New York
| – | -$1.21M | -18,960 | Closed |
|
108
SG Americas Securities
New York
| – | -$556K | -8,709 | Closed |
|
|
NPC
109
National Planning Corporation
El Segundo,
California
| – | -$396K | -6,197 | Closed |
|
|
TSS
110
Two Sigma Securities
New York
| – | -$260K | -4,069 | Closed |
|
|
WOC
111
West Oak Capital
Westlake Village,
California
| – | -$16K | -250 | Closed |
|
FPX Hedge Fund Activity: Q4 2017 in Review
105 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2017, worth a combined $451M — up 24% from $364M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FPX positions and 7 closed out — a net gain of 16 holders — while 45 added to existing stakes and 20 trimmed.
The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.76M sold.
- 105 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2017, up from 89 in Q3 2017.
- Funds reported $451M of First Trust US Equity Opportunities ETF stock for Q4 2017, up 24% quarter-over-quarter.
- 23 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2017 and 7 closed out, a net change of +16 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q4 2017 was UBS Group, an estimated $15.8M added.
- The largest First Trust US Equity Opportunities ETF seller in Q4 2017 was Goldman Sachs, an estimated $7.76M sold.
Based on aggregated 13F filings for Q4 2017.