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First Trust Smith Opportunistic Fixed Income ETF

8 hedge funds and large institutions have $19.5M invested in First Trust Smith Opportunistic Fixed Income ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+8
Holders Change %
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$9.88M +$9.87M +196,996 New
BCI
2
Brinker Capital Investments
Pennsylvania
$3.76M +$3.76M +75,000 New
CS
3
Credit Suisse
Switzerland
$3.29M +$3.29M +65,710 New
RJA
4
Raymond James & Associates
Florida
$841K +$841K +16,778 New
Jane Street
5
Jane Street
New York
$833K +$832K +16,615 New
JP Morgan Chase
6
JP Morgan Chase
New York
$652K +$651K +13,000 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$188K +$188K +3,746 New
Bank of America
8
Bank of America
North Carolina
$10K +$10.4K +207 New

FIXD Hedge Fund Activity: Q1 2017 in Review

8 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2017, worth a combined $19.5M.

Buyers outnumbered sellers: 8 funds opened new FIXD positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $9.87M.

  • 8 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2017, up from 0 in Q4 2016.
  • Funds reported $19.5M of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2017.
  • 8 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2017 and 0 closed out, a net change of +8 holders.
  • The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2017 was Goldman Sachs, an estimated $9.87M added.

Based on aggregated 13F filings for Q1 2017.