First Trust US Equity Opportunities ETF
FPX
172 hedge funds and large institutions have $444M invested in First Trust US Equity Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 80 reducing their positions, and 12 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.53% less ownership
Funds ownership: 48.58% → 48.05% (-0.53%)
4% less funds holding
Funds holding: 179 → 172 (-7)
10% less capital invested
Capital invested by funds: $491M → $444M (-$47M)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
44% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 80
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.01M |
| 4 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
+$1.49M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$1.25M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.22M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$8.21M |
| 4 |
Morgan Stanley
New York
|
-$7.64M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
M&T Bank
Buffalo,
New York
| – | -$263K | -3,200 | Closed |
|
177
Mercer Global Advisors
Denver,
Colorado
| – | -$261K | -3,180 | Closed |
|
|
NWMG
178
National Wealth Management Group
Cincinnati,
Ohio
| – | -$245K | -2,981 | Closed |
|
|
AP
179
Appleton Partners
Boston,
Massachusetts
| – | -$203K | -2,475 | Closed |
|
180
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$203K | -2,475 | Closed |
|
181
Bessemer Group
Woodbridge,
New Jersey
| – | -$129K | -1,570 | Closed |
|
182
First Manhattan
New York
| – | -$33K | -403 | Closed |
|
|
CA
183
CoreCap Advisors
Southfield,
Michigan
| – | -$26K | -314 | Closed |
|
FPX Hedge Fund Activity: Q3 2022 in Review
172 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2022, worth a combined $444M — down 9.6% from $491M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FPX and 7 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 45 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.38M. The largest seller was UBS Group, cutting an estimated $11M.
- 172 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2022, down from 179 in Q2 2022.
- Funds reported $444M of First Trust US Equity Opportunities ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
- 7 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2022 and 12 closed out, a net change of -5 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.38M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2022 was UBS Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2022.