First Trust Smith Opportunistic Fixed Income ETF
FIXD
FIXD
318 hedge funds and large institutions have $3.77B invested in First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
4% less funds holding
Funds holding: 330 → 318 (-12)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
Holders
318
Holding in Top 10
42
Calls
–
Puts
–
Top Buyers
| 1 | +$58.6M | |
| 2 | +$48.7M | |
| 3 | +$40M | |
| 4 |
Bank of New York Mellon
New York
|
+$39.8M |
| 5 |
Morgan Stanley
New York
|
+$28.7M |
Top Sellers
| 1 | -$48.8M | |
| 2 | -$47.4M | |
| 3 | -$24.9M | |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$8.53M |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$7.55M |