First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
78 hedge funds and large institutions have $619M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
177% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 13
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
101% more capital invested
Capital invested by funds: $308M → $619M (+$311M)
37% more funds holding
Funds holding: 57 → 78 (+21)
12.75% more ownership
Funds ownership: 39.28% → 52.02% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$206M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$28.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.1M |
| 4 |
Morgan Stanley
New York
|
+$10.6M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.7M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$6.17M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$5.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.55M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.3M |
FXR Hedge Fund Activity: Q2 2014 in Review
78 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2014, worth a combined $619M — up 101% from $308M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FXR positions and 3 closed out — a net gain of 22 holders — while 36 added to existing stakes and 13 trimmed.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $206M. The largest seller was Goldman Sachs, cutting an estimated $10.7M.
- 78 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2014, up from 57 in Q1 2014.
- Funds reported $619M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2014, up 101% quarter-over-quarter.
- 25 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2014 and 3 closed out, a net change of +22 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2014 was F-Squared Investment Management, an estimated $206M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2014 was Goldman Sachs, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2014.