First Trust Limited Duration Investment Grade Corporate ETF
FSIG
109 hedge funds and large institutions have $543M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 12 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1% less funds holding
Funds holding: 110 → 109 (-1)
8% less capital invested
Capital invested by funds: $593M → $543M (-$50.1M)
10.68% less ownership
Funds ownership: 84.85% → 74.17% (-11%)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.01M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.38M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.17M |
| 5 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$18M |
| 2 |
Jane Street
New York
|
-$13.4M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$10.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.87M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.29M |
FSIG Hedge Fund Activity: Q3 2023 in Review
109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2023, worth a combined $543M — down 8.4% from $593M a quarter earlier.
Fund positioning in FSIG was balanced in Q3 2023: 12 funds opened new positions, 12 closed out, 41 added to existing stakes and 48 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $9.1M. The largest seller was Stifel Financial, cutting an estimated $18M.
- 109 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2023, down from 110 in Q2 2023.
- Funds reported $543M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2023, down 8.4% quarter-over-quarter.
- 12 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2023 and 12 closed out, a net change of 0 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2023 was Kestra Advisory Services, an estimated $9.1M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2023 was Stifel Financial, an estimated $18M sold.
Based on aggregated 13F filings for Q3 2023.