First Trust Smith Opportunistic Fixed Income ETF
FIXD
347 hedge funds and large institutions have $4.41B invested in First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 175 increasing their positions, 118 reducing their positions, and 27 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 118
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
1% more funds holding
Funds holding: 345 → 347 (+2)
3% less capital invested
Capital invested by funds: $4.57B → $4.41B (-$159M)
11.06% less ownership
Funds ownership: 94.08% → 83.02% (-11%)
25% less funds holding in top 10
Funds holding in top 10: 44 → 33 (-11)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$54.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$44.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$43.3M |
| 4 |
Jane Street
New York
|
+$37.6M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$33.5M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$322M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$87.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$38.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.7M |
FIXD Hedge Fund Activity: Q1 2024 in Review
347 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2024, worth a combined $4.41B — down 3.5% from $4.57B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FIXD positions and 27 closed out — a net gain of 8 holders — while 175 added to existing stakes and 118 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $54.6M. The largest seller was Morgan Stanley, cutting an estimated $322M.
- 347 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2024, up from 345 in Q4 2023.
- Funds reported $4.41B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2024, down 3.5% quarter-over-quarter.
- 35 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2024 and 27 closed out, a net change of +8 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2024 was Citadel Advisors, an estimated $54.6M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $322M sold.
Based on aggregated 13F filings for Q1 2024.