First Trust Smith Opportunistic Fixed Income ETF
FIXD
316 hedge funds and large institutions have $3.49B invested in First Trust Smith Opportunistic Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 161 reducing their positions, and 32 closing their positions.
9% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 32
1.21% less ownership
Funds ownership: 76.71% → 75.5% (-1.2%)
2% less funds holding
Funds holding: 323 → 316 (-7)
2% less funds holding in top 10
Funds holding in top 10: 41 → 40 (-1)
13% less capital invested
Capital invested by funds: $4.02B → $3.49B (-$527M)
35% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$15.5M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$14.6M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$13.6M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$55.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$38M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$30.9M |
| 4 |
SB
Sunflower Bank
Dallas,
Texas
|
-$28M |
| 5 |
LPL Financial
San Diego,
California
|
-$22.5M |
FIXD Hedge Fund Activity: Q1 2022 in Review
316 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2022, worth a combined $3.49B — down 13% from $4.02B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of FIXD and 29 opened new positions — a net loss of 3 holders — while 161 trimmed existing stakes and 104 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $26.3M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.
- 316 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2022, down from 323 in Q4 2021.
- Funds reported $3.49B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2022, down 13% quarter-over-quarter.
- 29 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2022 and 32 closed out, a net change of -3 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $26.3M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2022 was Morgan Stanley, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2022.