First Trust US Equity Opportunities ETF
FPX
89 hedge funds and large institutions have $370M invested in First Trust US Equity Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 8 closing their positions.
193% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 15
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
9% more funds holding
Funds holding: 82 → 89 (+7)
27% less capital invested
Capital invested by funds: $505M → $370M (-$136M)
54.92% less ownership
Funds ownership: 99.37% → 44.46% (-55%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
Citigroup
New York
|
+$62.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.85M |
| 3 |
Morgan Stanley
New York
|
+$8.28M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$7.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.34M |
Top Sellers
FPX Hedge Fund Activity: Q2 2017 in Review
89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2017, worth a combined $370M — down 27% from $505M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FPX positions and 8 closed out — a net gain of 7 holders — while 44 added to existing stakes and 15 trimmed.
The largest buyer was Citigroup, adding an estimated $62.6M. The largest seller was MML Investors Services, cutting an estimated $438M.
- 89 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2017, up from 82 in Q1 2017.
- Funds reported $370M of First Trust US Equity Opportunities ETF stock for Q2 2017, down 27% quarter-over-quarter.
- 15 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2017 and 8 closed out, a net change of +7 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2017 was Citigroup, an estimated $62.6M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2017 was MML Investors Services, an estimated $438M sold.
Based on aggregated 13F filings for Q2 2017.