First Trust Smith Opportunistic Fixed Income ETF
FIXD
331 hedge funds and large institutions have $3.72B invested in First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 91 reducing their positions, and 15 closing their positions.
207% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 15
90% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 91
11% more capital invested
Capital invested by funds: $3.37B → $3.72B (+$358M)
8% more funds holding
Funds holding: 306 → 331 (+25)
2% more funds holding in top 10
Funds holding in top 10: 41 → 42 (+1)
0.63% more ownership
Funds ownership: 86.36% → 86.99% (+0.63%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$95.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$51.4M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$51.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$39.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$17.9M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$11.3M |
| 3 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
-$9.22M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$6M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.06M |
FIXD Hedge Fund Activity: Q2 2023 in Review
331 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2023, worth a combined $3.72B — up 11% from $3.37B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FIXD positions and 15 closed out — a net gain of 31 holders — while 173 added to existing stakes and 91 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $95.4M. The largest seller was IFP Advisors, cutting an estimated $17.9M.
- 331 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2023, up from 306 in Q1 2023.
- Funds reported $3.72B of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 46 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2023 and 15 closed out, a net change of +31 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2023 was Morgan Stanley, an estimated $95.4M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2023 was IFP Advisors, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2023.