First Trust US Equity Opportunities ETF
FPX
92 hedge funds and large institutions have $317M invested in First Trust US Equity Opportunities ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
16% more capital invested
Capital invested by funds: $274M → $317M (+$43.5M)
10% more funds holding
Funds holding: 84 → 92 (+8)
4.45% more ownership
Funds ownership: 35.74% → 40.19% (+4.5%)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$27M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.28M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.62M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.72M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.95M |
| 5 |
Jane Street
New York
|
-$1.72M |
FPX Hedge Fund Activity: Q4 2015 in Review
92 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2015, worth a combined $317M — up 16% from $274M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FPX positions and 5 closed out — a net gain of 9 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $12.5M.
- 92 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2015, up from 84 in Q3 2015.
- Funds reported $317M of First Trust US Equity Opportunities ETF stock for Q4 2015, up 16% quarter-over-quarter.
- 14 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2015 and 5 closed out, a net change of +9 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q4 2015 was LPL Financial, an estimated $27M added.
- The largest First Trust US Equity Opportunities ETF seller in Q4 2015 was Morgan Stanley, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2015.