First Trust Limited Duration Investment Grade Corporate ETF
FSIG
51 hedge funds and large institutions have $232M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 5 closing their positions.
3,505% more capital invested
Capital invested by funds: $6.45M → $232M (+$226M)
700% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 5
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
298.88% more ownership
Funds ownership: 43.63% → 342.51% (+299%)
200% more funds holding
Funds holding: 17 → 51 (+34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$76.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$58.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.7M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$17M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$712K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$645K |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$458K |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$260K |
| 5 |
PTP
Platform Technology Partners
New York
|
-$35.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $467 | +$465 | +25 | New |
|
|
52
Goldman Sachs
New York
| – | -$712K | -38,572 | Closed |
|
|
53
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$645K | -34,916 | Closed |
|
|
LI
54
LVZ Inc
Holland,
Michigan
| – | -$458K | -24,830 | Closed |
|
|
MSFS
55
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$260K | -14,080 | Closed |
|
|
GM
56
GeoWealth Management
Chicago,
Illinois
| – | -$18K | -969 | Closed |
|
FSIG Hedge Fund Activity: Q4 2022 in Review
51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2022, worth a combined $232M — up 3,505% from $6.45M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FSIG positions and 5 closed out — a net gain of 35 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $76.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $712K sold.
- 51 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $232M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2022, up 3,505% quarter-over-quarter.
- 40 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2022 and 5 closed out, a net change of +35 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2022 was Morgan Stanley, an estimated $76.4M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2022 was Goldman Sachs, an estimated $712K sold.
Based on aggregated 13F filings for Q4 2022.