First Trust Low Duration Strategic Focus ETF
LDSF
69 hedge funds and large institutions have $74.3M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
15% more funds holding
Funds holding: 60 → 69 (+9)
0.39% more ownership
Funds ownership: 60.78% → 61.17% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $79.1M → $74.3M (-$4.79M)
68% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.7M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$442K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$379K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$318K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.19M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.18M |
| 3 |
Jane Street
New York
|
-$1.95M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$416K |
LDSF Hedge Fund Activity: Q4 2023 in Review
69 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2023, worth a combined $74.3M — down 6.1% from $79.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LDSF positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 31 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.7M. The largest seller was Royal Bank of Canada, cutting an estimated $4.19M.
- 69 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2023, up from 60 in Q3 2023.
- Funds reported $74.3M of First Trust Low Duration Strategic Focus ETF stock for Q4 2023, down 6.1% quarter-over-quarter.
- 11 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2023 was Old Mission Capital, an estimated $2.7M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $4.19M sold.
Based on aggregated 13F filings for Q4 2023.