First Trust US Equity Opportunities ETF
FPX
197 hedge funds and large institutions have $1.13B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 19 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 61
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
5% more capital invested
Capital invested by funds: $1.07B → $1.13B (+$51.8M)
0% more funds holding
Funds holding: 197 → 197 (0)
0.48% less ownership
Funds ownership: 54.63% → 54.15% (-0.48%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$44.5M |
| 2 |
Goldman Sachs
New York
|
+$7.16M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.88M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.2M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.99M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$20.7M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$18M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$8.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.85M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.12M |
FPX Hedge Fund Activity: Q2 2021 in Review
197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2021, worth a combined $1.13B — up 4.8% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FPX positions and 19 closed out — a net gain of 1 holder — while 75 added to existing stakes and 61 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $20.7M.
- 197 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $1.13B of First Trust US Equity Opportunities ETF stock for Q2 2021, up 4.8% quarter-over-quarter.
- 20 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2021 and 19 closed out, a net change of +1 holder.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2021 was AE Wealth Management, an estimated $44.5M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2021 was Morgan Stanley, an estimated $20.7M sold.
Based on aggregated 13F filings for Q2 2021.