First Trust Smith Opportunistic Fixed Income ETF
FIXD
47 hedge funds and large institutions have $179M invested in First Trust Smith Opportunistic Fixed Income ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,033% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 3
478% more capital invested
Capital invested by funds: $31M → $179M (+$148M)
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
291.43% more ownership
Funds ownership: 60.85% → 352.28% (+291%)
194% more funds holding
Funds holding: 16 → 47 (+31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.9M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$24.3M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$11.4M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$6.88M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
+$5.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.64M |
| 2 |
Goldman Sachs
New York
|
-$1.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$555K |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$357K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$129K |
FIXD Hedge Fund Activity: Q4 2017 in Review
47 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2017, worth a combined $179M — up 478% from $31M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FIXD positions and 3 closed out — a net gain of 31 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $58.9M. The largest seller was Virtu Financial, cutting an estimated $1.64M.
- 47 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2017, up from 16 in Q3 2017.
- Funds reported $179M of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2017, up 478% quarter-over-quarter.
- 34 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2017 and 3 closed out, a net change of +31 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2017 was Morgan Stanley, an estimated $58.9M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2017 was Virtu Financial, an estimated $1.64M sold.
Based on aggregated 13F filings for Q4 2017.