First Trust Smith Opportunistic Fixed Income ETF
FIXD
207 hedge funds and large institutions have $2.65B invested in First Trust Smith Opportunistic Fixed Income ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 27 reducing their positions, and 3 closing their positions.
1,267% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 3
381% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 27
40% more capital invested
Capital invested by funds: $1.89B → $2.65B (+$757M)
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
22% more funds holding
Funds holding: 169 → 207 (+38)
1.14% less ownership
Funds ownership: 69.62% → 68.48% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$86.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$62.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$53.1M |
| 4 |
Morgan Stanley
New York
|
+$34.9M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$26.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$13.9M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3.3M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.71M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.17M |
FIXD Hedge Fund Activity: Q3 2020 in Review
207 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q3 2020, worth a combined $2.65B — up 40% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FIXD positions and 3 closed out — a net gain of 38 holders — while 130 added to existing stakes and 27 trimmed.
The largest buyer was Wells Fargo, adding an estimated $86.7M. The largest seller was Horizon Investments, cutting an estimated $26.3M.
- 207 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2020, up from 169 in Q2 2020.
- Funds reported $2.65B of First Trust Smith Opportunistic Fixed Income ETF stock for Q3 2020, up 40% quarter-over-quarter.
- 41 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q3 2020 and 3 closed out, a net change of +38 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q3 2020 was Wells Fargo, an estimated $86.7M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q3 2020 was Horizon Investments, an estimated $26.3M sold.
Based on aggregated 13F filings for Q3 2020.