First Trust Smith Opportunistic Fixed Income ETF
FIXD
323 hedge funds and large institutions have $4.04B invested in First Trust Smith Opportunistic Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 24 closing their positions.
171% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 24
12% more funds holding
Funds holding: 288 → 323 (+35)
11% more capital invested
Capital invested by funds: $3.63B → $4.04B (+$407M)
8.18% more ownership
Funds ownership: 68.53% → 76.71% (+8.2%)
8% more funds holding in top 10
Funds holding in top 10: 38 → 41 (+3)
5% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$22.8M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$21.5M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$14.1M |
| 4 |
Jane Street
New York
|
+$13.5M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$38M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$26.3M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$25.2M |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$18.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.1M |
FIXD Hedge Fund Activity: Q4 2021 in Review
323 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2021, worth a combined $4.04B — up 11% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new FIXD positions and 24 closed out — a net gain of 41 holders — while 120 added to existing stakes and 114 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $22.8M. The largest seller was Harbour Investments, cutting an estimated $38M.
- 323 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2021, up from 288 in Q3 2021.
- Funds reported $4.04B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 65 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2021 and 24 closed out, a net change of +41 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2021 was Citadel Advisors, an estimated $22.8M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2021 was Harbour Investments, an estimated $38M sold.
Based on aggregated 13F filings for Q4 2021.