First Trust Limited Duration Investment Grade Corporate ETF
FSIG
139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
76% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 37
14% more funds holding
Funds holding: 122 → 139 (+17)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $850M → $775M (-$74.5M)
23.89% less ownership
Funds ownership: 95.16% → 71.28% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$23.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.2M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10.5M |
| 4 |
Jane Street
New York
|
+$9.72M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$177M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.81M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.56M |
| 4 |
KA
Kure Advisory
Plymouth,
Minnesota
|
-$1.71M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.59M |
FSIG Hedge Fund Activity: Q1 2024 in Review
139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2024, worth a combined $775M — down 8.8% from $850M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FSIG positions and 7 closed out — a net gain of 21 holders — while 65 added to existing stakes and 37 trimmed.
The largest buyer was Stifel Financial, adding an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $177M.
- 139 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2024, up from 122 in Q4 2023.
- Funds reported $775M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2024, down 8.8% quarter-over-quarter.
- 28 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2024 and 7 closed out, a net change of +21 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2024 was Stifel Financial, an estimated $23.6M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $177M sold.
Based on aggregated 13F filings for Q1 2024.