First Trust Limited Duration Investment Grade Corporate ETF
FSIG
148 hedge funds and large institutions have $807M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 16 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
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
5% more capital invested
Capital invested by funds: $767M → $807M (+$39.3M)
1% more funds holding
Funds holding: 146 → 148 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.49% less ownership
Funds ownership: 69.33% → 67.84% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.83M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$5.18M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.03M |
| 5 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$4.81M |
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 |
FSIG Hedge Fund Activity: Q3 2024 in Review
148 of the 6,978 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 $807M — up 5.1% from $767M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FSIG positions and 12 closed out — a net gain of 4 holders — while 79 added to existing stakes and 43 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.5M. The largest seller was Kestra Advisory Services, cutting an estimated $10.5M.
- 148 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2024, up from 146 in Q2 2024.
- Funds reported $807M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2024, up 5.1% quarter-over-quarter.
- 16 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2024 and 12 closed out, a net change of +4 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2024 was Ameriprise, an estimated $11.5M 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.