First Trust Smith Opportunistic Fixed Income ETF
FIXD
281 hedge funds and large institutions have $3.61B invested in First Trust Smith Opportunistic Fixed Income ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 20 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 97
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
0% more capital invested
Capital invested by funds: $3.61B → $3.61B (+$2.29M)
1% less funds holding
Funds holding: 283 → 281 (-2)
2.82% less ownership
Funds ownership: 72.18% → 69.35% (-2.8%)
15% less funds holding in top 10
Funds holding in top 10: 40 → 34 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$22.7M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$22M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$83.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$24.9M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$23.8M |
| 4 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
-$21.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.8M |
FIXD Hedge Fund Activity: Q2 2021 in Review
281 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2021, worth a combined $3.61B — up 0.06% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FIXD positions and 20 closed out — a net gain of 2 holders — while 143 added to existing stakes and 97 trimmed.
The largest buyer was Wells Fargo, adding an estimated $22.7M. The largest seller was Citadel Advisors, cutting an estimated $83.1M.
- 281 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2021, down from 283 in Q1 2021.
- Funds reported $3.61B of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2021, up 0.06% quarter-over-quarter.
- 22 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2021 and 20 closed out, a net change of +2 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2021 was Wells Fargo, an estimated $22.7M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2021 was Citadel Advisors, an estimated $83.1M sold.
Based on aggregated 13F filings for Q2 2021.