First Trust US Equity Opportunities ETF
FPX
179 hedge funds and large institutions have $491M invested in First Trust US Equity Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 81 reducing their positions, and 25 closing their positions.
1.37% less ownership
Funds ownership: 49.96% → 48.58% (-1.4%)
7% less funds holding
Funds holding: 193 → 179 (-14)
32% less capital invested
Capital invested by funds: $721M → $491M (-$231M)
41% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 81
44% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 25
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
Top Sellers
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$18.1M |
| 2 |
Morgan Stanley
New York
|
-$16.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.04M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$5.4M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.74M |
FPX Hedge Fund Activity: Q2 2022 in Review
179 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2022, worth a combined $491M — down 32% from $721M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of FPX and 14 opened new positions — a net loss of 11 holders — while 81 trimmed existing stakes and 48 added.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $11.3M. The largest seller was Win Advisors, cutting an estimated $18.1M.
- 179 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2022, down from 193 in Q1 2022.
- Funds reported $491M of First Trust US Equity Opportunities ETF stock for Q2 2022, down 32% quarter-over-quarter.
- 14 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2022 and 25 closed out, a net change of -11 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2022 was GeoWealth Management, an estimated $11.3M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2022 was Win Advisors, an estimated $18.1M sold.
Based on aggregated 13F filings for Q2 2022.