First Trust Long Duration Opportunities ETF
LGOV
8 hedge funds and large institutions have $4.99M invested in First Trust Long Duration Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
19.19% less ownership
Funds ownership: 65.2% → 46.01% (-19%)
32% less capital invested
Capital invested by funds: $7.33M → $4.99M (-$2.34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$753K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$627K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$49.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.8K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$23.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.56M |
| 2 |
Jane Street
New York
|
-$57.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $1.69M | +$753K | +27,197 | +77% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $1.36M | +$627K | +22,661 | +82% |
|
3
First Trust Advisors
Wheaton,
Illinois
| $646K | +$13.8K | +500 | +2% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $560K | +$23.9K | +865 | +4% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $356K | -$3.56M | -128,608 | -91% |
|
|
6
Jane Street
New York
| $251K | -$57.9K | -2,091 | -18% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $100K | +$49.8K | +1,800 | +95% |
|
|
8
UBS Group
Zurich,
Switzerland
| $25K | +$25.8K | +933 | New |
|
LGOV Hedge Fund Activity: Q4 2019 in Review
8 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2019, worth a combined $4.99M — down 32% from $7.33M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new LGOV positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $753K. The largest seller was Susquehanna International Group, cutting an estimated $3.56M.
- 8 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $4.99M of First Trust Long Duration Opportunities ETF stock for Q4 2019, down 32% quarter-over-quarter.
- 1 fund opened new First Trust Long Duration Opportunities ETF positions in Q4 2019 and 0 closed out, a net change of +1 holder.
- The largest First Trust Long Duration Opportunities ETF buyer in Q4 2019 was AE Wealth Management, an estimated $753K added.
- The largest First Trust Long Duration Opportunities ETF seller in Q4 2019 was Susquehanna International Group, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2019.