First Trust Smith Opportunistic Fixed Income ETF
FIXD
FIXD
333 hedge funds and large institutions have $4.4B invested in First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
2% less funds holding
Funds holding: 339 → 333 (-6)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
Holders
333
Holding in Top 10
30
Calls
–
Puts
–
Top Buyers
| 1 | +$46.3M | |
| 2 | +$36.4M | |
| 3 | +$28.3M | |
| 4 |
LPL Financial
San Diego,
California
|
+$27.9M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$25.9M |
Top Sellers
| 1 | -$26.1M | |
| 2 | -$25.8M | |
| 3 | -$24.4M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18.5M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$15.9M |