First Trust Smith Opportunistic Fixed Income ETF
FIXD
FIXD
339 hedge funds and large institutions have $4.03B invested in First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
less first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
12% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 155
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
Holders
339
Holding in Top 10
26
Calls
–
Puts
–
Top Buyers
| 1 | +$40M | |
| 2 | +$32.8M | |
| 3 | +$15.2M | |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$11.3M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$7.83M |
Top Sellers
| 1 | -$29.7M | |
| 2 | -$26.7M | |
| 3 | -$21.3M | |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$21.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.8M |