First Trust US Equity Opportunities ETF
FPX
207 hedge funds and large institutions have $982M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more funds holding
Funds holding: 194 → 207 (+13)
2.87% more ownership
Funds ownership: 50.09% → 52.95% (+2.9%)
1% less capital invested
Capital invested by funds: $996M → $982M (-$13.9M)
30% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.8M |
| 2 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$6.69M |
| 3 |
AOG
Alpha Omega Group
Reston,
Virginia
|
+$4.75M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.72M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$16.9M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$9.53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.34M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.43M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.95M |
FPX Hedge Fund Activity: Q4 2021 in Review
207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2021, worth a combined $982M — down 1.4% from $996M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FPX positions and 17 closed out — a net gain of 16 holders — while 53 added to existing stakes and 76 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $16.9M.
- 207 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2021, up from 194 in Q3 2021.
- Funds reported $982M of First Trust US Equity Opportunities ETF stock for Q4 2021, down 1.4% quarter-over-quarter.
- 33 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2021 and 17 closed out, a net change of +16 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q4 2021 was Wells Fargo, an estimated $11.8M added.
- The largest First Trust US Equity Opportunities ETF seller in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2021.