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First Trust Long Duration Opportunities ETF
LGOV

17 hedge funds and large institutions have $23.7M invested in First Trust Long Duration Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

61% more capital invested

Capital invested by funds: $14.7M → $23.7M (+$8.93M)

21% more funds holding

Funds holding: 14 → 17 (+3)

9.47% more ownership

Funds ownership: 76.31% → 85.78% (+9.5%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$2.92M
2
AWM
AE Wealth Management
Kansas
+$2.7M
3
SS
Simplicity Solutions
Minnesota
+$1.78M
4
KWM
Kingsview Wealth Management
Oregon
+$577K
5
IRC
Investors Research Corp
Georgia
+$539K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$868K
2
GWM
Geneos Wealth Management
Colorado
-$99.3K
3
UBS Group
UBS Group
Switzerland
-$58
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$7.49M +$2.7M +92,505 +56%
SS
2
Simplicity Solutions
Minnesota
$6.13M +$1.78M +60,952 +41%
RJA
3
Raymond James & Associates
Florida
$2.9M +$2.92M +100,000 New
FFN
4
Focus Financial Network
Minnesota
$2.82M +$517K +17,699 +22%
KWM
5
Kingsview Wealth Management
Oregon
$966K +$577K +19,744 +146%
First Trust Advisors
6
First Trust Advisors
Illinois
$879K +$187K +6,394 +27%
IRC
7
Investors Research Corp
Georgia
$829K +$539K +18,462 +183%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$502K +$117K +3,998 +30%
KAS
9
Kestra Advisory Services
Texas
$447K +$450K +15,412 New
FTUS
10
Flow Traders U.S.
New York
$260K +$262K +8,965 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$215K +$216K +7,386 New
GWM
12
Geneos Wealth Management
Colorado
$132K -$99.3K -3,400 -41%
Osaic Holdings
13
Osaic Holdings
Arizona
$68K – – –
IA
14
IFP Advisors
Florida
$10K – – –
UBS Group
15
UBS Group
Switzerland
$5K -$58 -2 -1%
LAS
16
Lloyd Advisory Services
Georgia
$2K – – –
Jane Street
17
Jane Street
New York
– -$868K -29,236 Closed
Wells Fargo
18
Wells Fargo
California
– +$58 +2 +200%

LGOV Hedge Fund Activity: Q4 2020 in Review

17 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2020, worth a combined $23.7M — up 61% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LGOV positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $2.92M. The largest seller was Jane Street, exiting entirely with an estimated $868K sold.

  • 17 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2020, up from 14 in Q3 2020.
  • Funds reported $23.7M of First Trust Long Duration Opportunities ETF stock for Q4 2020, up 61% quarter-over-quarter.
  • 4 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2020 and 1 closed out, a net change of +3 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2020 was Raymond James & Associates, an estimated $2.92M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2020 was Jane Street, an estimated $868K sold.

Based on aggregated 13F filings for Q4 2020.