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First Trust US Equity Opportunities ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 162160 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$71.4K +$83 +1 +0.1%
IA
127
IFP Advisors
Florida
$67.5K +$3.9K +47 +7%
MIH
128
Meitav Investment House
Israel
$59.5K +$56.8K +684 New
ACA
129
Atlas Capital Advisors
Wyoming
$57.3K
SWM
130
Spire Wealth Management
Virginia
$56.3K -$40.4K -487 -43%
HCP
131
Hexagon Capital Partners
Arkansas
$54.1K
AIP
132
Ameritas Investment Partners
Nebraska
$53K
LIA
133
Luken Investment Analytics
Tennessee
$49.8K
GWSG
134
GPS Wealth Strategies Group
Colorado
$42.9K -$10.5K -127 -21%
William Blair & Company
135
William Blair & Company
Illinois
$38.8K
GRP
136
Global Retirement Partners
California
$36.9K
SSB
137
Sandy Spring Bank
Maryland
$35.3K
JP Morgan Chase
138
JP Morgan Chase
New York
$34.3K
TLA
139
Tanglewood Legacy Advisors
Texas
$33.9K
MHR
140
Matthew Hamilton Rosenberg
$33.5K
BHWM
141
Beaird Harris Wealth Management
Texas
$24.2K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$21.2K -$7.3K -88 -27%
CWA
143
Clearview Wealth Advisors
Oregon
$19.8K
RA
144
Rise Advisors
New York
$17.6K
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$12.5K -$2.42M -29,102 -99%
BWM
146
Baystate Wealth Management
Massachusetts
$12.3K
HBW
147
Hazlett, Burt & Watson
West Virginia
$10K
SS
148
Sunbelt Securities
Texas
$9.17K -$8.88K -107 -51%
CWC
149
Carolinas Wealth Consulting
North Carolina
$9.17K
US Bancorp
150
US Bancorp
Minnesota
$7.05K -$23K -277 -78%

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.