First Trust Smith Opportunistic Fixed Income ETF
FIXD
81 hedge funds and large institutions have $414M invested in First Trust Smith Opportunistic Fixed Income ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 12 closing their positions.
291% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 11
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
19% more capital invested
Capital invested by funds: $347M → $414M (+$67.2M)
8% more funds holding
Funds holding: 75 → 81 (+6)
1.11% more ownership
Funds ownership: 67.41% → 68.52% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.3M |
| 4 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
+$8.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$18.9M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$6.87M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.48M |
| 4 |
Jane Street
New York
|
-$3.67M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.16M |
FIXD Hedge Fund Activity: Q2 2019 in Review
81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2019, worth a combined $414M — up 19% from $347M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FIXD positions and 12 closed out — a net gain of 8 holders — while 43 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Citadel Advisors, cutting an estimated $18.9M.
- 81 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2019, up from 75 in Q1 2019.
- Funds reported $414M of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2019, up 19% quarter-over-quarter.
- 20 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2019 and 12 closed out, a net change of +8 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2019 was Morgan Stanley, an estimated $14.8M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2019 was Citadel Advisors, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2019.