First Trust Limited Duration Investment Grade Corporate ETF
FSIG
146 hedge funds and large institutions have $767M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
5% more funds holding
Funds holding: 139 → 146 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 55
1% less capital invested
Capital invested by funds: $775M → $767M (-$8.09M)
1.95% less ownership
Funds ownership: 71.28% → 69.33% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.7M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$8.46M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.17M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$22.1M |
| 2 |
Jane Street
New York
|
-$7.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.47M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2.54M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBA
151
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| – | -$670K | -35,673 | Closed |
|
|
PWA
152
Prairie Wealth Advisors
Omaha,
Nebraska
| – | -$454K | -24,195 | Closed |
|
|
FHA
153
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$215K | -11,443 | Closed |
|
|
SW
154
Simplicity Wealth
Summit,
New Jersey
| – | -$206K | -10,954 | Closed |
|
|
KFGK
155
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$199K | -10,625 | Closed |
|
156
JP Morgan Chase
New York
| – | -$65.8K | -3,507 | Closed |
|
|
RWPA
157
Richard W. Paul & Associates
Novi,
Michigan
| – | -$27.9K | -1,489 | Closed |
|
|
AA
158
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$21K | -1,100 | Closed |
|
159
Bank of America
Charlotte,
North Carolina
| – | -$16.8K | -894 | Closed |
|
160
Fidelity Investments
Boston,
Massachusetts
| – | -$19 | -1 | Closed |
|
FSIG Hedge Fund Activity: Q2 2024 in Review
146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2024, worth a combined $767M — down 1% from $775M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FSIG positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 55 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $14.7M. The largest seller was Stifel Financial, cutting an estimated $22.1M.
- 146 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2024, up from 139 in Q1 2024.
- Funds reported $767M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2024, down 1% quarter-over-quarter.
- 25 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2024 was First Trust Advisors, an estimated $14.7M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2024 was Stifel Financial, an estimated $22.1M sold.
Based on aggregated 13F filings for Q2 2024.