First Trust Long Duration Opportunities ETF
LGOV
14 hedge funds and large institutions have $14.7M invested in First Trust Long Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 11 → 14 (+3)
23% more capital invested
Capital invested by funds: $12M → $14.7M (+$2.77M)
12.35% less ownership
Funds ownership: 88.67% → 76.31% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$577K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$557K |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$545K |
| 4 |
Jane Street
New York
|
+$537K |
| 5 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$300K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $4.91M | +$577K | +19,338 | +13% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $4.45M | +$557K | +18,688 | +14% |
|
|
FFN
3
Focus Financial Network
Minneapolis,
Minnesota
| $2.36M | +$545K | +18,284 | +30% |
|
|
4
Jane Street
New York
| $868K | +$537K | +17,993 | +160% |
|
5
First Trust Advisors
Wheaton,
Illinois
| $709K | – | – | – |
|
|
KWM
6
Kingsview Wealth Management
Grants Pass,
Oregon
| $401K | +$175K | +5,864 | +77% |
|
7
Rockefeller Capital Management
New York
| $395K | +$198K | +6,650 | +100% |
|
|
IRC
8
Investors Research Corp
Atlanta,
Georgia
| $299K | +$300K | +10,076 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $247K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $69K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $5K | +$2.3K | +77 | +77% |
|
|
LAS
13
Lloyd Advisory Services
Suwanee,
Georgia
| $2K | +$2.33K | +78 | New |
|
14
Wells Fargo
San Francisco,
California
| – | +$30 | +1 | New |
|
LGOV Hedge Fund Activity: Q3 2020 in Review
14 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2020, worth a combined $14.7M — up 23% from $12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LGOV positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $577K.
- 14 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2020, up from 11 in Q2 2020.
- Funds reported $14.7M of First Trust Long Duration Opportunities ETF stock for Q3 2020, up 23% quarter-over-quarter.
- 3 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2020 and 0 closed out, a net change of +3 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q3 2020 was AE Wealth Management, an estimated $577K added.
Based on aggregated 13F filings for Q3 2020.