First Trust Limited Duration Investment Grade Corporate ETF
FSIG
158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
73% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 44
8% more capital invested
Capital invested by funds: $807M → $871M (+$64.3M)
7% more funds holding
Funds holding: 148 → 158 (+10)
1.56% more ownership
Funds ownership: 67.84% → 69.4% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$9.77M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.73M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.81M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$5.58M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$3.42M |
| 3 |
JP Morgan Chase
New York
|
-$2.37M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.41M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.36M |
FSIG Hedge Fund Activity: Q4 2024 in Review
158 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2024, worth a combined $871M — up 8% from $807M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FSIG positions and 16 closed out — a net gain of 12 holders — while 76 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $5.58M sold.
- 158 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2024, up from 148 in Q3 2024.
- Funds reported $871M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2024, up 8% quarter-over-quarter.
- 28 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2024 and 16 closed out, a net change of +12 holders.
- The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2024 was Morgan Stanley, an estimated $20.4M added.
- The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2024.