First Trust Smith Opportunistic Fixed Income ETF
FIXD
51 hedge funds and large institutions have $234M invested in First Trust Smith Opportunistic Fixed Income ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 8 closing their positions.
299% more capital inflows, than outflows
Capital inflows: $97.3M | Capital outflows: $24.4M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
11.9% more ownership
Funds ownership: 60.48% → 72.38% (+12%)
0% more funds holding
Funds holding: 51 → 51 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PHH Investments
Addison,
Texas
|
+$45.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.1M |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.37M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LVZ Inc
Holland,
Michigan
|
-$7.84M |
| 2 |
Morgan Stanley
New York
|
-$5.02M |
| 3 |
Jane Street
New York
|
-$4.27M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.46M |
| 5 |
Virtu Financial
New York
|
-$1.16M |
FIXD Hedge Fund Activity: Q3 2018 in Review
51 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q3 2018, worth a combined $234M — up 44% from $162M a quarter earlier.
Fund positioning in FIXD was balanced in Q3 2018: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 13 trimmed.
The largest buyer was PHH Investments, opening a new position worth an estimated $45.8M. The largest seller was LVZ Inc, cutting an estimated $7.84M.
- 51 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $234M of First Trust Smith Opportunistic Fixed Income ETF stock for Q3 2018, up 44% quarter-over-quarter.
- 8 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q3 2018 and 8 closed out, a net change of 0 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q3 2018 was PHH Investments, an estimated $45.8M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q3 2018 was LVZ Inc, an estimated $7.84M sold.
Based on aggregated 13F filings for Q3 2018.