First Trust Long Duration Opportunities ETF
LGOV
55 hedge funds and large institutions have $158M invested in First Trust Long Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.
867% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 3
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
262% more capital invested
Capital invested by funds: $43.6M → $158M (+$114M)
90% more funds holding
Funds holding: 29 → 55 (+26)
14.2% more ownership
Funds ownership: 90.14% → 104.33% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$24.4M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$11.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.36M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$6.66M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$452K |
| 2 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
-$387K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$19.2K |
| 4 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
-$14.2K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$6.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $10.5K | +$3.21K | +142 | +43% |
|
|
BEI
52
Benjamin Edwards Inc
Clayton,
Missouri
| $8K | +$8.36K | +370 | New |
|
|
GRP
53
Global Retirement Partners
San Rafael,
California
| $4.47K | +$4.54K | +201 | New |
|
|
WWMSC
54
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $3.12K | +$3.16K | +140 | New |
|
55
Wells Fargo
San Francisco,
California
| $35 | +$23 | +1 | +100% |
|
|
IWM
56
Iams Wealth Management
Omaha,
Nebraska
| – | -$387K | -17,115 | Closed |
|
|
BAM
57
Belpointe Asset Management
Reno,
Nevada
| – | -$6.03K | -265 | Closed |
|
|
AAS
58
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$5.7K | -250 | Closed |
|
LGOV Hedge Fund Activity: Q2 2023 in Review
55 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q2 2023, worth a combined $158M — up 262% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LGOV positions and 3 closed out — a net gain of 26 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $24.4M. The largest seller was Cetera Advisor Networks, cutting an estimated $452K.
- 55 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2023, up from 29 in Q1 2023.
- Funds reported $158M of First Trust Long Duration Opportunities ETF stock for Q2 2023, up 262% quarter-over-quarter.
- 29 funds opened new First Trust Long Duration Opportunities ETF positions in Q2 2023 and 3 closed out, a net change of +26 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q2 2023 was Gladstone Institutional Advisory, an estimated $24.4M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $452K sold.
Based on aggregated 13F filings for Q2 2023.