First Trust Smith Opportunistic Fixed Income ETF
FIXD
283 hedge funds and large institutions have $3.61B invested in First Trust Smith Opportunistic Fixed Income ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 77 reducing their positions, and 22 closing their positions.
123% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 22
88% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 77
12% more capital invested
Capital invested by funds: $3.21B → $3.61B (+$395M)
11% more funds holding in top 10
Funds holding in top 10: 36 → 40 (+4)
9% more funds holding
Funds holding: 260 → 283 (+23)
3.68% more ownership
Funds ownership: 68.5% → 72.18% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$90M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$54.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$52.5M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$35.7M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$56M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$32.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.7M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$14.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$14.1M |
FIXD Hedge Fund Activity: Q1 2021 in Review
283 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2021, worth a combined $3.61B — up 12% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new FIXD positions and 22 closed out — a net gain of 27 holders — while 145 added to existing stakes and 77 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $90M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $56M.
- 283 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2021, up from 260 in Q4 2020.
- Funds reported $3.61B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 49 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2021 and 22 closed out, a net change of +27 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2021 was Citadel Advisors, an estimated $90M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2021 was Advocacy Wealth Management Services, an estimated $56M sold.
Based on aggregated 13F filings for Q1 2021.