First Trust US Equity Opportunities ETF
FPX
151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.1% less ownership
Funds ownership: 46.63% → 43.52% (-3.1%)
7% less funds holding
Funds holding: 162 → 151 (-11)
16% less capital invested
Capital invested by funds: $360M → $304M (-$56M)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
76% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.92M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.34M |
| 3 |
Goldman Sachs
New York
|
+$802K |
| 4 |
Jane Street
New York
|
+$749K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.55M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$3.31M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.66M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.86M |
FPX Hedge Fund Activity: Q2 2024 in Review
151 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2024, worth a combined $304M — down 16% from $360M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FPX and 13 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 18 added.
The largest buyer was Citadel Advisors, adding an estimated $3.92M. The largest seller was GeoWealth Management, exiting entirely with an estimated $7.55M sold.
- 151 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2024, down from 162 in Q1 2024.
- Funds reported $304M of First Trust US Equity Opportunities ETF stock for Q2 2024, down 16% quarter-over-quarter.
- 13 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2024 and 20 closed out, a net change of -7 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q2 2024 was Citadel Advisors, an estimated $3.92M added.
- The largest First Trust US Equity Opportunities ETF seller in Q2 2024 was GeoWealth Management, an estimated $7.55M sold.
Based on aggregated 13F filings for Q2 2024.