First Trust Limited Duration Investment Grade Corporate ETF
FSIG
147 hedge funds and large institutions have $801M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 12 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 43
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
7.33% more ownership
Funds ownership: 69.33% → 76.66% (+7.3%)
4% more capital invested
Capital invested by funds: $767M → $801M (+$33.6M)
1% more funds holding
Funds holding: 146 → 147 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$106M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.83M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$5.18M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.54M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$6.82M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.22M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
151
Herold Advisors
New York
| – | -$250K | -13,327 | Closed |
|
|
BRWA
152
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$247K | -13,200 | Closed |
|
|
VCM
153
Virtue Capital Management
Brentwood,
Tennessee
| – | -$241K | -12,808 | Closed |
|
|
CCFM
154
Clear Creek Financial Management
Silverdale,
Washington
| – | -$232K | -12,377 | Closed |
|
|
BAM
155
Belpointe Asset Management
Reno,
Nevada
| – | -$228K | -12,192 | Closed |
|
|
SFS
156
Security Financial Services
Fort Wayne,
Indiana
| – | -$217K | -11,594 | Closed |
|
|
OFS
157
OneAscent Financial Services
Birmingham,
Alabama
| – | -$208K | -11,110 | Closed |
|
158
UBS Group
Zurich,
Switzerland
| – | -$19.5K | -1,040 | Closed |
|
|
CP
159
Castleview Partners
Dallas,
Texas
| – | -$11.5K | -615 | Closed |
|
FSIG Hedge Fund Activity: Q3 2024 in Review
147 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2024, worth a combined $801M — up 4.4% from $767M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FSIG positions and 12 closed out — a net gain of 3 holders — while 79 added to existing stakes and 43 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $106M. The largest seller was Kestra Advisory Services, cutting an estimated $10.5M.
- 147 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2024, up from 146 in Q2 2024.
- Funds reported $801M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2024, up 4.4% quarter-over-quarter.
- 15 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2024 and 12 closed out, a net change of +3 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $106M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2024.