First Trust Smith Opportunistic Fixed Income ETF
FIXD
348 hedge funds and large institutions have $4.42B invested in First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 176 increasing their positions, 118 reducing their positions, and 28 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 118
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
6% more capital invested
Capital invested by funds: $4.16B → $4.42B (+$259M)
0% more funds holding
Funds holding: 347 → 348 (+1)
2.48% less ownership
Funds ownership: 85.64% → 83.16% (-2.5%)
25% less funds holding in top 10
Funds holding in top 10: 44 → 33 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$89.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$54.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$44.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$43.3M |
| 5 |
Jane Street
New York
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$87.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$38.2M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.7M |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$18.9M |
FIXD Hedge Fund Activity: Q1 2024 in Review
348 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2024, worth a combined $4.42B — up 6.2% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FIXD positions and 28 closed out — a net gain of 7 holders — while 176 added to existing stakes and 118 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $89.4M. The largest seller was Bank of America, cutting an estimated $87.2M.
- 348 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2024, up from 347 in Q4 2023.
- Funds reported $4.42B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2024, up 6.2% quarter-over-quarter.
- 35 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2024 was Morgan Stanley, an estimated $89.4M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2024 was Bank of America, an estimated $87.2M sold.
Based on aggregated 13F filings for Q1 2024.