First Trust Smith Opportunistic Fixed Income ETF
FIXD
138 hedge funds and large institutions have $1.06B invested in First Trust Smith Opportunistic Fixed Income ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 29 reducing their positions, and 16 closing their positions.
166% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 29
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
25% more capital invested
Capital invested by funds: $843M → $1.06B (+$213M)
5% more funds holding
Funds holding: 132 → 138 (+6)
2.97% less ownership
Funds ownership: 68.41% → 65.44% (-3%)
Top Buyers
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$53.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$44.9M |
| 3 |
Morgan Stanley
New York
|
+$35.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$22.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$19.5M |
Top Sellers
FIXD Hedge Fund Activity: Q1 2020 in Review
138 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2020, worth a combined $1.06B — up 25% from $843M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FIXD positions and 16 closed out — a net gain of 10 holders — while 77 added to existing stakes and 29 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $53.4M. The largest seller was PFS Investments, cutting an estimated $7.77M.
- 138 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2020, up from 132 in Q4 2019.
- Funds reported $1.06B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2020, up 25% quarter-over-quarter.
- 26 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2020 and 16 closed out, a net change of +10 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2020 was Allworth Financial, an estimated $53.4M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2020 was PFS Investments, an estimated $7.77M sold.
Based on aggregated 13F filings for Q1 2020.