First Trust Smith Opportunistic Fixed Income ETF
FIXD
47 hedge funds and large institutions have $175M invested in First Trust Smith Opportunistic Fixed Income ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 6 closing their positions.
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
0% more funds holding
Funds holding: 47 → 47 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $179M → $175M (-$3.59M)
289.85% less ownership
Funds ownership: 352.28% → 62.43% (-290%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.78M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.7M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$3.75M |
| 4 |
Jane Street
New York
|
+$3.55M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.3M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$6.23M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.18M |
| 4 |
JP Morgan Chase
New York
|
-$2.06M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
FIXD Hedge Fund Activity: Q1 2018 in Review
47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2018, worth a combined $175M — down 2% from $179M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FIXD positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.78M. The largest seller was Morgan Stanley, cutting an estimated $7.3M.
- 47 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $175M of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2018, down 2% quarter-over-quarter.
- 8 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2018 and 6 closed out, a net change of +2 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $7.78M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2018 was Morgan Stanley, an estimated $7.3M sold.
Based on aggregated 13F filings for Q1 2018.