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 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
70% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 44
9% more capital invested
Capital invested by funds: $801M → $871M (+$70M)
7% more funds holding
Funds holding: 147 → 158 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.26% less ownership
Funds ownership: 76.66% → 69.4% (-7.3%)
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 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$3.42M |
| 2 |
JP Morgan Chase
New York
|
-$2.37M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.41M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.36M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.33M |
FSIG Hedge Fund Activity: Q4 2024 in Review
158 of the 7,592 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 8.7% from $801M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FSIG positions and 16 closed out — a net gain of 13 holders — while 75 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Stephens Inc, cutting an estimated $3.42M.
- 158 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2024, up from 147 in Q3 2024.
- Funds reported $871M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2024, up 8.7% quarter-over-quarter.
- 29 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2024 and 16 closed out, a net change of +13 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 Stephens Inc, an estimated $3.42M sold.
Based on aggregated 13F filings for Q4 2024.