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First Trust Intermediate Duration Investment Grade Corporate ETF

18 hedge funds and large institutions have $35.7M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 1 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more capital invested

Capital invested by funds: $8.88M → $35.7M (+$26.8M)

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

125% more funds holding

Funds holding: 818 (+10)

35.62% more ownership

Funds ownership: 91.17%126.79% (+36%)

Holders
18
Holders Change
+10
Holders Change %
+125%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
1
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change

FIIG Hedge Fund Activity: Q4 2023 in Review

18 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) for Q4 2023, worth a combined $35.7M — up 302% from $8.88M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FIIG positions and 6 closed out — a net gain of 10 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $6.35M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $1.73M sold.

  • 18 institutional investors held First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) as of Q4 2023, up from 8 in Q3 2023.
  • Funds reported $35.7M of First Trust Intermediate Duration Investment Grade Corporate ETF stock for Q4 2023, up 302% quarter-over-quarter.
  • 16 funds opened new First Trust Intermediate Duration Investment Grade Corporate ETF positions in Q4 2023 and 6 closed out, a net change of +10 holders.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF buyer in Q4 2023 was AE Wealth Management, an estimated $6.35M added.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2023.