First Trust US Equity Opportunities ETF
FPX
115 hedge funds and large institutions have $514M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 25
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
3% more funds holding
Funds holding: 112 → 115 (+3)
5% more capital invested
Capital invested by funds: $490M → $514M (+$23.6M)
0.4% less ownership
Funds ownership: 44.94% → 44.55% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$29.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.56M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.85M |
| 5 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$37M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.8M |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$1.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.42M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$740K |
FPX Hedge Fund Activity: Q2 2018 in Review
115 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2018, worth a combined $514M — up 4.8% from $490M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FPX positions and 8 closed out — a net gain of 6 holders — while 50 added to existing stakes and 25 trimmed.
The largest buyer was Citigroup, adding an estimated $29.2M. The largest seller was Meitav Investment House, exiting entirely with an estimated $37M sold.
- 115 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2018, up from 112 in Q1 2018.
- Funds reported $514M of First Trust US Equity Opportunities ETF stock for Q2 2018, up 4.8% quarter-over-quarter.
- 14 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2018 and 8 closed out, a net change of +6 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2018 was Citigroup, an estimated $29.2M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2018 was Meitav Investment House, an estimated $37M sold.
Based on aggregated 13F filings for Q2 2018.