First Trust Smith Opportunistic Fixed Income ETF
FIXD
360 hedge funds and large institutions have $3.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 132 increasing their positions, 148 reducing their positions, and 25 closing their positions.
132% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 25
7% more funds holding
Funds holding: 335 → 360 (+25)
4.97% less ownership
Funds ownership: 80.84% → 75.86% (-5%)
7% less funds holding in top 10
Funds holding in top 10: 29 → 27 (-2)
11% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 148
16% less capital invested
Capital invested by funds: $4.41B → $3.7B (-$714M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$67.9M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$41.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$34M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$18.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$328M |
| 2 |
Morgan Stanley
New York
|
-$94.4M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$55.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$43M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$32.2M |
FIXD Hedge Fund Activity: Q4 2024 in Review
360 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2024, worth a combined $3.7B — down 16% from $4.41B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new FIXD positions and 25 closed out — a net gain of 33 holders — while 132 added to existing stakes and 148 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $67.9M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $328M.
- 360 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2024, up from 335 in Q3 2024.
- Funds reported $3.7B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2024, down 16% quarter-over-quarter.
- 58 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2024 and 25 closed out, a net change of +33 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2024 was Goldman Sachs, an estimated $67.9M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2024 was Signature Estate & Investment Advisors, an estimated $328M sold.
Based on aggregated 13F filings for Q4 2024.