First Trust Smith Opportunistic Fixed Income ETF
FIXD
336 hedge funds and large institutions have $3.09B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 198 reducing their positions, and 37 closing their positions.
60% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $925K
0.24% less ownership
Funds ownership: 75.86% → 75.62% (-0.24%)
7% less funds holding
Funds holding: 360 → 336 (-24)
16% less capital invested
Capital invested by funds: $3.7B → $3.09B (-$607M)
33% less funds holding in top 10
Funds holding in top 10: 27 → 18 (-9)
43% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 37
54% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$23.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.5M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$5.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.36M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$72.5M |
| 2 |
Goldman Sachs
New York
|
-$64.7M |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$56.7M |
| 4 |
LPL Financial
San Diego,
California
|
-$47.6M |
| 5 |
Morgan Stanley
New York
|
-$40.7M |
FIXD Hedge Fund Activity: Q1 2025 in Review
336 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2025, worth a combined $3.09B — down 16% from $3.7B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of FIXD and 21 opened new positions — a net loss of 16 holders — while 198 trimmed existing stakes and 91 added.
The largest buyer was Geneos Wealth Management, adding an estimated $23.4M. The largest seller was Coppell Advisory Solutions, cutting an estimated $72.5M.
- 336 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2025, down from 360 in Q4 2024.
- Funds reported $3.09B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2025, down 16% quarter-over-quarter.
- 21 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2025 and 37 closed out, a net change of -16 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $23.4M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2025 was Coppell Advisory Solutions, an estimated $72.5M sold.
Based on aggregated 13F filings for Q1 2025.