First Trust Long Duration Opportunities ETF
LGOV
11 hedge funds and large institutions have $12M invested in First Trust Long Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
48% more capital invested
Capital invested by funds: $8.08M → $12M (+$3.88M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
18.96% more ownership
Funds ownership: 69.7% → 88.67% (+19%)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.68M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.58M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.8M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$225K |
| 5 |
Rockefeller Capital Management
New York
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.54M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$728K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$628K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $4.38M | +$2.68M | +90,854 | +164% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $3.94M | +$2.58M | +87,673 | +201% |
|
|
FFN
3
Focus Financial Network
Minneapolis,
Minnesota
| $1.84M | +$1.8M | +61,229 | New |
|
4
First Trust Advisors
Wheaton,
Illinois
| $715K | – | – | – |
|
|
5
Jane Street
New York
| $337K | -$2.54M | -86,105 | -88% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $248K | +$135K | +4,600 | +124% |
|
|
KWM
7
Kingsview Wealth Management
Grants Pass,
Oregon
| $229K | +$225K | +7,642 | New |
|
|
8
Rockefeller Capital Management
New York
| $200K | +$196K | +6,660 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $70K | +$68.5K | +2,326 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $3K | -$119K | -4,054 | -98% |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$728K | -25,100 | Closed |
|
|
FTUS
13
Flow Traders U.S.
New York
| – | -$628K | -21,646 | Closed |
|
|
NFG
14
Next Financial Group
Houston,
Texas
| – | -$113K | -3,898 | Closed |
|
LGOV Hedge Fund Activity: Q2 2020 in Review
11 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q2 2020, worth a combined $12M — up 48% from $8.08M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LGOV positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.68M. The largest seller was Jane Street, cutting an estimated $2.54M.
- 11 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2020, up from 10 in Q1 2020.
- Funds reported $12M of First Trust Long Duration Opportunities ETF stock for Q2 2020, up 48% quarter-over-quarter.
- 4 funds opened new First Trust Long Duration Opportunities ETF positions in Q2 2020 and 3 closed out, a net change of +1 holder.
- The largest First Trust Long Duration Opportunities ETF buyer in Q2 2020 was AE Wealth Management, an estimated $2.68M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q2 2020 was Jane Street, an estimated $2.54M sold.
Based on aggregated 13F filings for Q2 2020.