First Trust Limited Duration Investment Grade Corporate ETF
FSIG
140 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, 66 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
78% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 37
16% more capital invested
Capital invested by funds: $668M → $775M (+$107M)
14% more funds holding
Funds holding: 123 → 140 (+17)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.55% less ownership
Funds ownership: 74.85% → 71.3% (-3.5%)
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 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.81M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.56M |
| 3 |
KA
Kure Advisory
Plymouth,
Minnesota
|
-$1.71M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.59M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.21M |
FSIG Hedge Fund Activity: Q1 2024 in Review
140 of the 6,958 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 — up 16% from $668M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FSIG positions and 7 closed out — a net gain of 21 holders — while 66 added to existing stakes and 37 trimmed.
The largest buyer was Stifel Financial, adding an estimated $23.6M. The largest seller was First Trust Advisors, cutting an estimated $5.81M.
- 140 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2024, up from 123 in Q4 2023.
- Funds reported $775M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2024, up 16% 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 First Trust Advisors, an estimated $5.81M sold.
Based on aggregated 13F filings for Q1 2024.