First Trust Smith Opportunistic Fixed Income ETF
FIXD
314 hedge funds and large institutions have $2.56B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 98 increasing their positions, 174 reducing their positions, and 35 closing their positions.
0.09% less ownership
Funds ownership: 75.06% → 74.97% (-0.09%)
7% less funds holding
Funds holding: 336 → 314 (-22)
33% less funds holding in top 10
Funds holding in top 10: 18 → 12 (-6)
44% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 174
57% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 35
78% less capital inflows, than outflows
Capital inflows: $141M | Capital outflows: $642M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.1M |
| 2 |
Geneos Wealth Management
Englewood,
Colorado
|
+$15.1M |
| 3 |
&Partners
Nashville,
Tennessee
|
+$6.76M |
| 4 |
Rockefeller Capital Management
New York
|
+$5.48M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$111M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$47.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$43.6M |
| 4 |
Long Run Wealth Advisors
Lake Placid,
New York
|
-$41M |
| 5 |
LPL Financial
San Diego,
California
|
-$40.9M |
FIXD Hedge Fund Activity: Q2 2025 in Review
314 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2025, worth a combined $2.56B — down 16% from $3.07B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of FIXD and 15 opened new positions — a net loss of 20 holders — while 174 trimmed existing stakes and 98 added.
The largest buyer was Ameriprise, adding an estimated $63.1M. The largest seller was UBS Group, cutting an estimated $111M.
- 314 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2025, down from 336 in Q1 2025.
- Funds reported $2.56B of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2025, down 16% quarter-over-quarter.
- 15 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2025 and 35 closed out, a net change of -20 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2025 was Ameriprise, an estimated $63.1M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2025 was UBS Group, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2025.