First Trust Smith Opportunistic Fixed Income ETF
FIXD
260 hedge funds and large institutions have $3.21B invested in First Trust Smith Opportunistic Fixed Income ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 41 reducing their positions, and 15 closing their positions.
373% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 15
229% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 41
44% more funds holding in top 10
Funds holding in top 10: 25 → 36 (+11)
26% more funds holding
Funds holding: 207 → 260 (+53)
21% more capital invested
Capital invested by funds: $2.65B → $3.21B (+$565M)
0.02% more ownership
Funds ownership: 68.48% → 68.5% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$57.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$53.6M |
| 3 |
Morgan Stanley
New York
|
+$50.8M |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$23.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$62.2M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$14.2M |
| 3 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$12.5M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$8.53M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.28M |
FIXD Hedge Fund Activity: Q4 2020 in Review
260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2020, worth a combined $3.21B — up 21% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new FIXD positions and 15 closed out — a net gain of 56 holders — while 135 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $57.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $62.2M sold.
- 260 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2020, up from 207 in Q3 2020.
- Funds reported $3.21B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 71 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2020 and 15 closed out, a net change of +56 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2020 was LPL Financial, an estimated $57.3M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2020 was Horizon Investments, an estimated $62.2M sold.
Based on aggregated 13F filings for Q4 2020.