First Trust US Equity Opportunities ETF
89 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 23
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 89 → 89 (0)
2.55% less ownership
Funds ownership: 44.46% → 41.91% (-2.5%)
58% less capital inflows, than outflows
Capital inflows: $25.3M | Capital outflows: $59.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$6.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.32M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.31M |
| 4 |
Chicago Partners Investment Group
Chicago,
Illinois
|
+$1.28M |
| 5 |
Morgan Stanley
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$41.3M |
| 2 |
BB&T Securities
Richmond,
Virginia
|
-$8.24M |
| 3 |
IHT Wealth Management
Chicago,
Illinois
|
-$4.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.82M |
| 5 |
Jane Street
New York
|
-$756K |
FPX Hedge Fund Activity: Q3 2017 in Review
89 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2017, worth a combined $364M — down 1.6% from $370M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FPX positions and 7 closed out — a net gain of 1 holder — while 45 added to existing stakes and 23 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $6.63M. The largest seller was Citigroup, cutting an estimated $41.3M.
- 89 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $364M of First Trust US Equity Opportunities ETF stock for Q3 2017, down 1.6% quarter-over-quarter.
- 8 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2017 and 7 closed out, a net change of +1 holder.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2017 was Goldman Sachs, an estimated $6.63M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2017 was Citigroup, an estimated $41.3M sold.
Based on aggregated 13F filings for Q3 2017.