First Trust Long Duration Opportunities ETF
LGOV
118 hedge funds and large institutions have $499M invested in First Trust Long Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 32
31% more capital invested
Capital invested by funds: $381M → $499M (+$118M)
6% more funds holding
Funds holding: 111 → 118 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.97% less ownership
Funds ownership: 81.6% → 80.63% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.6M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$14.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.85M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.84M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$1.74M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.29M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.28M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.03M |
LGOV Hedge Fund Activity: Q3 2024 in Review
118 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2024, worth a combined $499M — up 31% from $381M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LGOV positions and 8 closed out — a net gain of 8 holders — while 60 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $20.6M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.84M.
- 118 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2024, up from 111 in Q2 2024.
- Funds reported $499M of First Trust Long Duration Opportunities ETF stock for Q3 2024, up 31% quarter-over-quarter.
- 16 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q3 2024 was LPL Financial, an estimated $20.6M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $2.84M sold.
Based on aggregated 13F filings for Q3 2024.