First Trust Limited Duration Investment Grade Corporate ETF
FSIG
87 hedge funds and large institutions have $486M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 6 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 4
600% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
109% more capital invested
Capital invested by funds: $232M → $486M (+$254M)
71% more funds holding
Funds holding: 51 → 87 (+36)
241.39% less ownership
Funds ownership: 342.51% → 101.12% (-241%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$57.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$49.1M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$29M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$21.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$727K |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$286K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$281K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$241K |
FSIG Hedge Fund Activity: Q1 2023 in Review
87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2023, worth a combined $486M — up 109% from $232M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FSIG positions and 6 closed out — a net gain of 36 holders — while 36 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $57.4M. The largest seller was Private Advisor Group, cutting an estimated $1.01M.
- 87 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2023, up from 51 in Q4 2022.
- Funds reported $486M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2023, up 109% quarter-over-quarter.
- 42 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2023 and 6 closed out, a net change of +36 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2023 was Morgan Stanley, an estimated $57.4M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2023 was Private Advisor Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2023.