First Trust US Equity Opportunities ETF
131 hedge funds and large institutions have $508M invested in First Trust US Equity Opportunities ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 15 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 33
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 131 → 131 (0)
1.81% less ownership
Funds ownership: 44.41% → 42.61% (-1.8%)
13% less capital inflows, than outflows
Capital inflows: $47.8M | Capital outflows: $54.7M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.12M |
| 2 |
Prospera Financial Services
Dallas,
Texas
|
+$4.02M |
| 3 |
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$3.49M |
| 4 |
Jane Street
New York
|
+$2.71M |
| 5 |
Stephens Inc
Little Rock,
Arkansas
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.6M |
| 2 |
Affinity Wealth Management
Wilmington,
Delaware
|
-$12.7M |
| 3 |
Atria Investments
Charlotte,
North Carolina
|
-$6.84M |
| 4 |
Insight Wealth Strategies
San Ramon,
California
|
-$5.61M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.96M |
FPX Hedge Fund Activity: Q2 2019 in Review
131 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2019, worth a combined $508M — up 2.2% from $497M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FPX positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.12M. The largest seller was UBS Group, cutting an estimated $14.6M.
- 131 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $508M of First Trust US Equity Opportunities ETF stock for Q2 2019, up 2.2% quarter-over-quarter.
- 17 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2019 and 15 closed out, a net change of +2 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2019 was Morgan Stanley, an estimated $9.12M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2019 was UBS Group, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2019.