First Trust Smith Opportunistic Fixed Income ETF
FIXD
51 hedge funds and large institutions have $162M invested in First Trust Smith Opportunistic Fixed Income ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
9% more funds holding
Funds holding: 47 → 51 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.95% less ownership
Funds ownership: 62.43% → 60.48% (-1.9%)
7% less capital invested
Capital invested by funds: $175M → $162M (-$13M)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.98M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.19M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.3M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$7.02M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.51M |
FIXD Hedge Fund Activity: Q2 2018 in Review
51 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2018, worth a combined $162M — down 7.4% from $175M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FIXD positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.98M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.
- 51 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2018, up from 47 in Q1 2018.
- Funds reported $162M of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2018, down 7.4% quarter-over-quarter.
- 11 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2018 and 5 closed out, a net change of +6 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $8.98M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2018 was Morgan Stanley, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2018.