First Trust Financials AlphaDEX Fund
90 hedge funds and large institutions have $765M invested in First Trust Financials AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 7 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 15
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
71% more capital invested
Capital invested by funds: $448M → $765M (+$317M)
14% more funds holding
Funds holding: 79 → 90 (+11)
5.71% more ownership
Funds ownership: 62.73% → 68.45% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$185M |
| 2 |
Morgan Stanley
New York
|
+$37M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$36.1M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$29.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$19.9M |
| 2 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$7.95M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$6.97M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.65M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.54M |
FXO Hedge Fund Activity: Q2 2015 in Review
90 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q2 2015, worth a combined $765M — up 71% from $448M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXO positions and 7 closed out — a net gain of 12 holders — while 47 added to existing stakes and 15 trimmed.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $185M. The largest seller was Beaumont Financial Advisors, cutting an estimated $19.9M.
- 90 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q2 2015, up from 79 in Q1 2015.
- Funds reported $765M of First Trust Financials AlphaDEX Fund stock for Q2 2015, up 71% quarter-over-quarter.
- 19 funds opened new First Trust Financials AlphaDEX Fund positions in Q2 2015 and 7 closed out, a net change of +12 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q2 2015 was F-Squared Investment Management, an estimated $185M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q2 2015 was Beaumont Financial Advisors, an estimated $19.9M sold.
Based on aggregated 13F filings for Q2 2015.