First Trust US Equity Opportunities ETF
127 hedge funds and large institutions have $398M invested in First Trust US Equity Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 20 closing their positions.
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
8% more funds holding
Funds holding: 118 → 127 (+9)
3.65% more ownership
Funds ownership: 39.19% → 42.83% (+3.6%)
8% more capital inflows, than outflows
Capital inflows: $48.4M | Capital outflows: $44.9M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.15M |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.43M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.97M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.18M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$4.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.97M |
| 4 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$4.63M |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
-$3.46M |
FPX Hedge Fund Activity: Q4 2018 in Review
127 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2018, worth a combined $398M — down 15% from $468M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FPX positions and 20 closed out — a net gain of 12 holders — while 37 added to existing stakes and 42 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $6.28M. The largest seller was Bank of America, cutting an estimated $9.18M.
- 127 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2018, up from 118 in Q3 2018.
- Funds reported $398M of First Trust US Equity Opportunities ETF stock for Q4 2018, down 15% quarter-over-quarter.
- 32 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2018 and 20 closed out, a net change of +12 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $6.28M added.
- The largest First Trust US Equity Opportunities ETF seller in Q4 2018 was Bank of America, an estimated $9.18M sold.
Based on aggregated 13F filings for Q4 2018.