First Trust US Equity Opportunities ETF
FPX
45 hedge funds and large institutions have $111M invested in First Trust US Equity Opportunities ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 1
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
146% more capital invested
Capital invested by funds: $45.1M → $111M (+$65.9M)
73% more funds holding
Funds holding: 26 → 45 (+19)
2.44% more ownership
Funds ownership: 29.95% → 32.39% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.4M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$9.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.01M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$5.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$379K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$48.2K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.8K |
FPX Hedge Fund Activity: Q4 2013 in Review
45 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2013, worth a combined $111M — up 146% from $45.1M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FPX positions and 1 closed out — a net gain of 19 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.4M. The largest seller was Jane Street, exiting entirely with an estimated $2.3M sold.
- 45 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2013, up from 26 in Q3 2013.
- Funds reported $111M of First Trust US Equity Opportunities ETF stock for Q4 2013, up 146% quarter-over-quarter.
- 20 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2013 and 1 closed out, a net change of +19 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q4 2013 was Morgan Stanley, an estimated $14.4M added.
- The largest First Trust US Equity Opportunities ETF seller in Q4 2013 was Jane Street, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2013.