First Trust US Equity Opportunities ETF
63 hedge funds and large institutions have $162M invested in First Trust US Equity Opportunities ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.
346% more capital inflows, than outflows
Capital inflows: $32.7M | Capital outflows: $7.32M
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
11% more funds holding
Funds holding: 57 → 63 (+6)
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stadion Money Management
Watkinsville,
Georgia
|
+$9.39M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.39M |
| 3 |
Jane Street
New York
|
+$3.35M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.2M |
| 5 |
Morgan Stanley
New York
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$1.51M |
| 2 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$1.07M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$948K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$891K |
| 5 |
Goldman Sachs
New York
|
-$526K |
FPX Hedge Fund Activity: Q3 2014 in Review
63 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2014, worth a combined $162M — up 18% from $137M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FPX positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $9.39M. The largest seller was Comerica Bank, cutting an estimated $1.51M.
- 63 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2014, up from 57 in Q2 2014.
- Funds reported $162M of First Trust US Equity Opportunities ETF stock for Q3 2014, up 18% quarter-over-quarter.
- 15 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2014 and 8 closed out, a net change of +7 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2014 was Stadion Money Management, an estimated $9.39M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2014 was Comerica Bank, an estimated $1.51M sold.
Based on aggregated 13F filings for Q3 2014.