First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
82 hedge funds and large institutions have $261M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 8 reducing their positions, and 6 closing their positions.
525% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 8
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
53% more capital invested
Capital invested by funds: $170M → $261M (+$90.7M)
22% more funds holding
Funds holding: 67 → 82 (+15)
0.24% more ownership
Funds ownership: 89.65% → 89.88% (+0.24%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$17M |
| 2 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$12.9M |
| 3 |
Morgan Stanley
New York
|
+$12M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.66M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.54M |
Top Sellers
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$6.13M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.81M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.5M |
| 4 |
Jane Street
New York
|
-$943K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$344K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $69K | +$67.9K | +3,225 | New |
|
|
RCM
77
Raleigh Capital Management
Cary,
North Carolina
| $47.5K | -$484 | -23 | -1% |
|
|
GRP
78
Global Retirement Partners
San Rafael,
California
| $45.3K | +$44.6K | +2,119 | New |
|
|
HNB
79
Hilltop National Bank
Casper,
Wyoming
| $12.4K | – | – | – |
|
|
GI
80
GAMMA Investing
Foster City,
California
| $5.07K | – | – | – |
|
|
WWMSC
81
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $3.84K | +$736 | +35 | +24% |
|
82
Fidelity Investments
Boston,
Massachusetts
| $21 | +$21 | +1 | New |
|
|
OMC
83
Old Mission Capital
Chicago,
Illinois
| – | -$1.81M | -88,699 | Closed |
|
|
84
Jane Street
New York
| – | -$943K | -46,142 | Closed |
|
|
AA
85
Advisory Alpha
Holland,
Michigan
| – | -$344K | -16,844 | Closed |
|
|
BRWA
86
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$228K | -11,175 | Closed |
|
|
IAIM
87
International Assets Investment Management
Orlando,
Florida
| – | -$117K | -5,745 | Closed |
|
88
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -99 | Closed |
|
FIIG Hedge Fund Activity: Q3 2024 in Review
82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) for Q3 2024, worth a combined $261M — up 53% from $170M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FIIG positions and 6 closed out — a net gain of 16 holders — while 50 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $17M. The largest seller was Prospera Financial Services, cutting an estimated $6.13M.
- 82 institutional investors held First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) as of Q3 2024, up from 67 in Q2 2024.
- Funds reported $261M of First Trust Intermediate Duration Investment Grade Corporate ETF stock for Q3 2024, up 53% quarter-over-quarter.
- 22 funds opened new First Trust Intermediate Duration Investment Grade Corporate ETF positions in Q3 2024 and 6 closed out, a net change of +16 holders.
- The largest First Trust Intermediate Duration Investment Grade Corporate ETF buyer in Q3 2024 was LPL Financial, an estimated $17M added.
- The largest First Trust Intermediate Duration Investment Grade Corporate ETF seller in Q3 2024 was Prospera Financial Services, an estimated $6.13M sold.
Based on aggregated 13F filings for Q3 2024.