First Trust US Equity Opportunities ETF
FPX
118 hedge funds and large institutions have $468M invested in First Trust US Equity Opportunities ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 9 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 32
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
3% more funds holding
Funds holding: 115 → 118 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.36% less ownership
Funds ownership: 44.55% → 39.19% (-5.4%)
9% less capital invested
Capital invested by funds: $514M → $468M (-$45.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.45M |
| 2 |
Goldman Sachs
New York
|
+$2.58M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.47M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.1M |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$68.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.49M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.79M |
| 4 |
Morgan Stanley
New York
|
-$1.74M |
| 5 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
-$1.64M |
FPX Hedge Fund Activity: Q3 2018 in Review
118 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2018, worth a combined $468M — down 8.8% from $514M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FPX positions and 9 closed out — a net gain of 5 holders — while 50 added to existing stakes and 32 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $5.45M. The largest seller was Citigroup, cutting an estimated $68.9M.
- 118 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2018, up from 115 in Q2 2018.
- Funds reported $468M of First Trust US Equity Opportunities ETF stock for Q3 2018, down 8.8% quarter-over-quarter.
- 14 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2018 and 9 closed out, a net change of +5 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2018 was Sowell Financial Services, an estimated $5.45M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2018 was Citigroup, an estimated $68.9M sold.
Based on aggregated 13F filings for Q3 2018.