First Trust Low Duration Strategic Focus ETF
LDSF
61 hedge funds and large institutions have $152M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
39% more capital inflows, than outflows
Capital inflows: $41.3M | Capital outflows: $29.6M
3% more funds holding
Funds holding: 59 → 61 (+2)
2.67% more ownership
Funds ownership: 69.88% → 72.55% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
66% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.3M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$9.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.39M |
| 4 |
Jane Street
New York
|
+$1.18M |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.33M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
-$8.5M |
| 3 |
EC
EdgeRock Capital
Denver,
Colorado
|
-$1.71M |
| 4 |
C
CEDRUS
Littleton,
Colorado
|
-$1.47M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
-$1.37M |
LDSF Hedge Fund Activity: Q4 2022 in Review
61 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2022, worth a combined $152M — up 6.5% from $143M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LDSF positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 32 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $25.3M. The largest seller was Envestnet Asset Management, cutting an estimated $9.33M.
- 61 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $152M of First Trust Low Duration Strategic Focus ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
- 8 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2022 and 4 closed out, a net change of +4 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $25.3M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $9.33M sold.
Based on aggregated 13F filings for Q4 2022.