First Trust US Equity Opportunities ETF
FPX
131 hedge funds and large institutions have $497M invested in First Trust US Equity Opportunities ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
25% more capital invested
Capital invested by funds: $398M → $497M (+$98.7M)
3% more funds holding
Funds holding: 127 → 131 (+4)
1.58% more ownership
Funds ownership: 42.83% → 44.41% (+1.6%)
31% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.9M |
| 3 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$7.3M |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$6.42M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.59M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.63M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.11M |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$4.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.88M |
FPX Hedge Fund Activity: Q1 2019 in Review
131 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2019, worth a combined $497M — up 25% from $398M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FPX positions and 19 closed out — a net gain of 5 holders — while 35 added to existing stakes and 51 trimmed.
The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was Morgan Stanley, cutting an estimated $9.59M.
- 131 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2019, up from 127 in Q4 2018.
- Funds reported $497M of First Trust US Equity Opportunities ETF stock for Q1 2019, up 25% quarter-over-quarter.
- 24 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2019 and 19 closed out, a net change of +5 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2019 was Bank of America, an estimated $20.2M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2019 was Morgan Stanley, an estimated $9.59M sold.
Based on aggregated 13F filings for Q1 2019.