First Trust Low Duration Strategic Focus ETF
LDSF
49 hedge funds and large institutions have $110M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 5 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
19% more capital invested
Capital invested by funds: $92M → $110M (+$17.8M)
9% more funds holding
Funds holding: 45 → 49 (+4)
8.66% more ownership
Funds ownership: 69.49% → 78.16% (+8.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.05M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.54M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.73M |
| 4 |
Jane Street
New York
|
+$1.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$991K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$938K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$578K |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$510K |
LDSF Hedge Fund Activity: Q4 2020 in Review
49 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2020, worth a combined $110M — up 19% from $92M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LDSF positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.05M. The largest seller was Royal Bank of Canada, cutting an estimated $1.74M.
- 49 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2020, up from 45 in Q3 2020.
- Funds reported $110M of First Trust Low Duration Strategic Focus ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 9 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2020 and 5 closed out, a net change of +4 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2020 was LPL Financial, an estimated $8.05M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2020.