First Trust Low Duration Strategic Focus ETF
LDSF
58 hedge funds and large institutions have $96.8M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
6% less funds holding
Funds holding: 62 → 58 (-4)
8.92% less ownership
Funds ownership: 68.55% → 59.62% (-8.9%)
34% less capital invested
Capital invested by funds: $146M → $96.8M (-$49.7M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
CEDRUS
Littleton,
Colorado
|
+$2.42M |
| 2 |
Jane Street
New York
|
+$2.37M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$970K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$692K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$26.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.1M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$11.7M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.81M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.46M |
LDSF Hedge Fund Activity: Q2 2023 in Review
58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2023, worth a combined $96.8M — down 34% from $146M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LDSF and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 19 added.
The largest buyer was CEDRUS, adding an estimated $2.42M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $26.5M sold.
- 58 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2023, down from 62 in Q1 2023.
- Funds reported $96.8M of First Trust Low Duration Strategic Focus ETF stock for Q2 2023, down 34% quarter-over-quarter.
- 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2023 was CEDRUS, an estimated $2.42M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2023.