First Trust Limited Duration Investment Grade Corporate ETF
FSIG
110 hedge funds and large institutions have $593M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
145% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 22
26% more funds holding
Funds holding: 87 → 110 (+23)
22% more capital invested
Capital invested by funds: $486M → $593M (+$107M)
16.27% less ownership
Funds ownership: 101.12% → 84.85% (-16%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.1M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$21.9M |
| 3 |
Morgan Stanley
New York
|
+$16.1M |
| 4 |
Jane Street
New York
|
+$13.4M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$10.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.8M |
| 3 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$3.13M |
| 4 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
-$2.04M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.03M |
FSIG Hedge Fund Activity: Q2 2023 in Review
110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2023, worth a combined $593M — up 22% from $486M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FSIG positions and 4 closed out — a net gain of 24 holders — while 54 added to existing stakes and 22 trimmed.
The largest buyer was LPL Financial, adding an estimated $22.1M. The largest seller was Private Advisor Group, cutting an estimated $10.8M.
- 110 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2023, up from 87 in Q1 2023.
- Funds reported $593M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2023, up 22% quarter-over-quarter.
- 28 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2023 and 4 closed out, a net change of +24 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2023 was LPL Financial, an estimated $22.1M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2023 was Private Advisor Group, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2023.