First Trust Smith Opportunistic Fixed Income ETF
FIXD
75 hedge funds and large institutions have $347M invested in First Trust Smith Opportunistic Fixed Income ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
42% more capital invested
Capital invested by funds: $243M → $347M (+$103M)
15% more funds holding
Funds holding: 65 → 75 (+10)
1.49% more ownership
Funds ownership: 65.92% → 67.41% (+1.5%)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$19.5M |
| 2 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$17M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$14.4M |
| 5 |
Morgan Stanley
New York
|
+$11M |
Top Sellers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.62M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.86M |
| 3 |
Goldman Sachs
New York
|
-$3.29M |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$1.56M |
| 5 |
W
WealthOne
Albany,
New York
|
-$1.21M |
FIXD Hedge Fund Activity: Q1 2019 in Review
75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2019, worth a combined $347M — up 42% from $243M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FIXD positions and 8 closed out — a net gain of 10 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $19.5M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $9.62M.
- 75 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2019, up from 65 in Q4 2018.
- Funds reported $347M of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2019, up 42% quarter-over-quarter.
- 18 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2019 and 8 closed out, a net change of +10 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2019 was Citadel Advisors, an estimated $19.5M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $9.62M sold.
Based on aggregated 13F filings for Q1 2019.