First Trust Smith Opportunistic Fixed Income ETF
FIXD
345 hedge funds and large institutions have $4.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 23 closing their positions.
130% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 23
21% more capital invested
Capital invested by funds: $3.77B → $4.57B (+$800M)
8.71% more ownership
Funds ownership: 85.37% → 94.08% (+8.7%)
8% more funds holding
Funds holding: 319 → 345 (+26)
5% more funds holding in top 10
Funds holding in top 10: 42 → 44 (+2)
4% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$389M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$84.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$56M |
| 4 |
LPL Financial
San Diego,
California
|
+$36.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$34M |
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
345 of the 6,859 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 $4.57B — up 21% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new FIXD positions and 23 closed out — a net gain of 30 holders — while 137 added to existing stakes and 142 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $389M. The largest seller was Bogart Wealth LLC, cutting an estimated $40.4M.
- 345 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2023, up from 319 in Q3 2023.
- Funds reported $4.57B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2023, up 21% 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 Morgan Stanley, an estimated $389M 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.