First Trust Utilities AlphaDEX Fund
FXU
94 hedge funds and large institutions have $1.39B invested in First Trust Utilities AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 8 closing their positions.
1,601% more capital invested
Capital invested by funds: $82M → $1.39B (+$1.31B)
525% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 8
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
81% more funds holding
Funds holding: 52 → 94 (+42)
27.83% more ownership
Funds ownership: 62.04% → 89.87% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$631M |
| 2 |
Morgan Stanley
New York
|
+$136M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$92.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$39.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.01M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.93M |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$2.54M |
| 4 |
Jane Street
New York
|
-$1.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
FXU Hedge Fund Activity: Q1 2016 in Review
94 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2016, worth a combined $1.39B — up 1,601% from $82M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FXU positions and 8 closed out — a net gain of 42 holders — while 27 added to existing stakes and 11 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $631M. The largest seller was Goldman Sachs, cutting an estimated $7.01M.
- 94 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2016, up from 52 in Q4 2015.
- Funds reported $1.39B of First Trust Utilities AlphaDEX Fund stock for Q1 2016, up 1,601% quarter-over-quarter.
- 50 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2016 and 8 closed out, a net change of +42 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2016 was First Trust Advisors, an estimated $631M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q1 2016 was Goldman Sachs, an estimated $7.01M sold.
Based on aggregated 13F filings for Q1 2016.