First Trust Smith Opportunistic Fixed Income ETF
FIXD
52 hedge funds and large institutions have $217M invested in First Trust Smith Opportunistic Fixed Income ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
47.74% more ownership
Funds ownership: 62.43% → 110.17% (+48%)
24% more capital invested
Capital invested by funds: $175M → $217M (+$42M)
11% more funds holding
Funds holding: 47 → 52 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$13.3M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$7.02M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
51
Gradient Investments
Arden Hills,
Minnesota
| $3K | – | – | – |
|
52
Fifth Third Bancorp
Cincinnati,
Ohio
| $2K | – | – | – |
|
53
JP Morgan Chase
New York
| $1K | – | – | – |
|
54
Stifel Financial
St. Louis,
Missouri
| – | -$511K | -10,288 | Closed |
|
|
SHIM
55
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$272K | -5,475 | Closed |
|
56
MML Investors Services
Springfield,
Massachusetts
| – | -$205K | -4,122 | Closed |
|
|
SWP
57
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$53K | -1,064 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$12K | -238 | Closed |
|
FIXD Hedge Fund Activity: Q2 2018 in Review
52 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2018, worth a combined $217M — up 24% from $175M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FIXD positions and 5 closed out — a net gain of 6 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.
- 52 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2018, up from 47 in Q1 2018.
- Funds reported $217M of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2018, up 24% quarter-over-quarter.
- 11 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2018 and 5 closed out, a net change of +6 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $131M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2018 was Morgan Stanley, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2018.