Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FT ENERGY INCOME PARTNERS STRATEGY ETF (EIPX)

39 + Investors. Track Smart Money conviction in EIPX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — EIPX

Based on 39 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EIPX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
39 hedge funds hold EIPX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

27 buying12 selling
Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 12 were sellers (11 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 6 → 3 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 26% new

■ 28% conviction (2yr+) ■ 46% medium ■ 26% new
Of the 39 current holders: 11 (28%) held >2 years, 18 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

6 → 13 → 6 → 3 → 7 new funds/Q
New funds entering each quarter: 13 → 6 → 3 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 26% veterans, 49% new entrants

■ 26% veterans ■ 26% 1-2yr ■ 49% new
Of 39 current holders: 10 (26%) held 2+ years, 10 held 1–2 years, 19 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 39 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EIPX

In 2025 Q4, 27 hedge funds were net buyers of EIPX (7 opened a new position, 20 added to an existing one), while 12 reduced or exited (11 trimmed, 1 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: EIPX

How many hedge funds hold EIPX — quarterly history vs. share price
Quarterly hedge fund ownership of EIPX vs. share price

Market Analysis: EIPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EIPX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: EIPX
2026 Q1 Stats Unlock in 8 days 39 + Investors

Track Smart Money conviction in EIPX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 39 33 18.18%
13F Shares 14M 14M 1.79%
Total Value $365M $355M 2.85%
New Positions 7 3 +4
Increased Positions 20 18 +2
Closed Positions 1 5 -4
Reduced Positions 11 10 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIPX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EIPX. Verified SEC 13F-HR filings.

Top 25 institutional holders of EIPX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AlTi Global, Inc. 3.24% 4,637,146 $149.1M
2 MARSHALL INVESTMENT MANAGEMENT, LLC 0.78% 50,583 $1.6M
3 Legacy Wealth Managment, LLC/ID 0.42% 26,021 $837K
4 HBW ADVISORY SERVICES LLC 0.17% 51,215 $1.6M
5 ELEVATION POINT WEALTH PARTNERS, LLC 0.12% 161,129 $5.2M
6 Holos Integrated Wealth LLC 0.11% 6,570 $212K
7 CVA Family Office, LLC 0.07% 20,638 $664K
8 EASTERN BANK 0.04% 78,778 $2.5M
9 SCS Capital Management LLC 0.03% 83,600 $2.7M
10 Inscription Capital, LLC 0.02% 6,800 $219K
11 Sigma Planning Corp 0.01% 15,685 $504K
12 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 25,058 $806K
13 Concurrent Investment Advisors, LLC 0.01% 27,532 $885K
14 OneDigital Investment Advisors LLC 0.01% 23,222 $747K
15 PRIVATE TRUST CO NA 0.00% 1,382 $44K
16 Cambridge Investment Research Advisors, Inc. 0.00% 41,330 $1K
17 LPL Financial LLC 0.00% 326,424 $10.5M
18 Private Advisor Group, LLC 0.00% 18,462 $594K
19 IFP Advisors, Inc 0.00% 4,013 $129K
20 D.A. DAVIDSON & CO. 0.00% 8,425 $271K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 25,366 $816K
22 MML INVESTORS SERVICES, LLC 0.00% 6,382 $205K
23 UBS Group AG 0.00% 38,353 $1.2M
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 55 $2K
25 FIFTH THIRD BANCORP 0.00% 800 $26K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FT ENERGY INCOME PARTNERS STRATEGY ETF (EIPX)

What does the Smart Money Trend signal show for EIPX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EIPX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EIPX?

More buyers than sellers — 69% buying: Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 12 were sellers (11 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EIPX holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 39 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EIPX?

Mixed — 28% long-term, 26% new: Of the 39 current holders: 11 (28%) held >2 years, 18 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.