First Trust Smith Opportunistic Fixed Income ETF
FIXD
347 hedge funds and large institutions have $4.16B invested in First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 23 closing their positions.
130% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 23
10% more capital invested
Capital invested by funds: $3.78B → $4.16B (+$383M)
8% more funds holding
Funds holding: 321 → 347 (+26)
5% more funds holding in top 10
Funds holding in top 10: 42 → 44 (+2)
0.12% more ownership
Funds ownership: 85.52% → 85.64% (+0.12%)
3% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$56M |
| 3 |
LPL Financial
San Diego,
California
|
+$36.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$34M |
| 5 |
Goldman Sachs
New York
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$40.4M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$38.1M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$24.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.3M |
| 5 |
Bank of New York Mellon
New York
|
-$19.9M |
FIXD Hedge Fund Activity: Q4 2023 in Review
347 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2023, worth a combined $4.16B — up 10% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new FIXD positions and 23 closed out — a net gain of 30 holders — while 138 added to existing stakes and 143 trimmed.
The largest buyer was Bank of America, adding an estimated $84.7M. The largest seller was Bogart Wealth LLC, cutting an estimated $40.4M.
- 347 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2023, up from 321 in Q3 2023.
- Funds reported $4.16B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 53 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2023 and 23 closed out, a net change of +30 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2023 was Bank of America, an estimated $84.7M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2023 was Bogart Wealth LLC, an estimated $40.4M sold.
Based on aggregated 13F filings for Q4 2023.