First Trust Low Duration Strategic Focus ETF
LDSF
64 hedge funds and large institutions have $178M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 7 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 62 → 64 (+2)
2.13% less ownership
Funds ownership: 77.53% → 75.4% (-2.1%)
21% less capital invested
Capital invested by funds: $225M → $178M (-$46.6M)
34% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
CEDRUS
Littleton,
Colorado
|
+$8.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.24M |
| 3 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.67M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$995K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$17.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$9.94M |
| 4 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$4.29M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.4M |
LDSF Hedge Fund Activity: Q2 2022 in Review
64 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2022, worth a combined $178M — down 21% from $225M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LDSF positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 29 trimmed.
The largest buyer was CEDRUS, opening a new position worth an estimated $8.3M. The largest seller was Stifel Financial, cutting an estimated $17.6M.
- 64 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2022, up from 62 in Q1 2022.
- Funds reported $178M of First Trust Low Duration Strategic Focus ETF stock for Q2 2022, down 21% quarter-over-quarter.
- 10 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2022 and 7 closed out, a net change of +3 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2022 was CEDRUS, an estimated $8.3M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2022 was Stifel Financial, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2022.