First Trust US Equity Opportunities ETF
146 hedge funds and large institutions have $776M invested in First Trust US Equity Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 8 closing their positions.
236% more capital inflows, than outflows
Capital inflows: $107M | Capital outflows: $31.8M
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
10% more funds holding
Funds holding: 133 → 146 (+13)
4.76% more ownership
Funds ownership: 46.48% → 51.24% (+4.8%)
30% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$17.6M |
| 2 |
Simplicity Solutions
Minneapolis,
Minnesota
|
+$17.6M |
| 3 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$6.26M |
| 4 |
Golden State Wealth Management
Santa Ana,
California
|
+$5.17M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prospera Financial Services
Dallas,
Texas
|
-$5.03M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.82M |
| 4 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.44M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.09M |
FPX Hedge Fund Activity: Q3 2020 in Review
146 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2020, worth a combined $776M — up 28% from $605M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FPX positions and 8 closed out — a net gain of 14 holders — while 39 added to existing stakes and 56 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $17.6M. The largest seller was Prospera Financial Services, cutting an estimated $5.03M.
- 146 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2020, up from 133 in Q2 2020.
- Funds reported $776M of First Trust US Equity Opportunities ETF stock for Q3 2020, up 28% quarter-over-quarter.
- 22 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2020 and 8 closed out, a net change of +14 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2020 was AE Wealth Management, an estimated $17.6M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2020 was Prospera Financial Services, an estimated $5.03M sold.
Based on aggregated 13F filings for Q3 2020.