First Trust US Equity Opportunities ETF
FPX
135 hedge funds and large institutions have $538M invested in First Trust US Equity Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 40
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
6% more capital invested
Capital invested by funds: $508M → $538M (+$29.9M)
3% more funds holding
Funds holding: 131 → 135 (+4)
0.76% more ownership
Funds ownership: 42.61% → 43.37% (+0.76%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$15.9M |
| 2 |
Morgan Stanley
New York
|
+$8.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.49M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.47M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$3.15M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$4.76M |
| 2 |
SWM
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
-$4.32M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$3.58M |
| 4 |
Jane Street
New York
|
-$2.91M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.37M |
FPX Hedge Fund Activity: Q3 2019 in Review
135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2019, worth a combined $538M — up 5.9% from $508M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FPX positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 40 trimmed.
The largest buyer was Wells Fargo, adding an estimated $15.9M. The largest seller was LPL Financial, cutting an estimated $4.76M.
- 135 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2019, up from 131 in Q2 2019.
- Funds reported $538M of First Trust US Equity Opportunities ETF stock for Q3 2019, up 5.9% quarter-over-quarter.
- 20 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2019 and 16 closed out, a net change of +4 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2019 was Wells Fargo, an estimated $15.9M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2019 was LPL Financial, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2019.