First Trust Limited Duration Investment Grade Corporate ETF
FSIG
122 hedge funds and large institutions have $850M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
58% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 36
57% more capital invested
Capital invested by funds: $543M → $850M (+$307M)
20.99% more ownership
Funds ownership: 74.17% → 95.16% (+21%)
12% more funds holding
Funds holding: 109 → 122 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$206M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$23.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.23M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.18M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$3.46M |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$3.23M |
| 4 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$1.91M |
| 5 |
Jane Street
New York
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
HighTower Advisors
Chicago,
Illinois
| – | -$1.65M | -89,860 | Closed |
|
127
JP Morgan Chase
New York
| – | -$1.3M | -70,760 | Closed |
|
|
WC
128
Waterloo Capital
Austin,
Texas
| – | -$844K | -45,898 | Closed |
|
|
ACM
129
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$440K | -23,936 | Closed |
|
|
GM
130
GeoWealth Management
Chicago,
Illinois
| – | -$16K | -865 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | -$18 | -1 | Closed |
|
FSIG Hedge Fund Activity: Q4 2023 in Review
122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2023, worth a combined $850M — up 57% from $543M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FSIG positions and 9 closed out — a net gain of 14 holders — while 57 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $206M. The largest seller was First Trust Advisors, cutting an estimated $4.18M.
- 122 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $850M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2023, up 57% quarter-over-quarter.
- 23 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $206M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2023 was First Trust Advisors, an estimated $4.18M sold.
Based on aggregated 13F filings for Q4 2023.