First Trust Long Duration Opportunities ETF
LGOV
19 hedge funds and large institutions have $27M invested in First Trust Long Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14.61% more ownership
Funds ownership: 62.69% → 77.3% (+15%)
14% more capital invested
Capital invested by funds: $23.7M → $27M (+$3.33M)
12% more funds holding
Funds holding: 17 → 19 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$7.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.76M |
| 3 |
Jane Street
New York
|
+$1.72M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$824K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$6.13M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$2.82M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.17M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$260K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$215K |
LGOV Hedge Fund Activity: Q1 2021 in Review
19 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2021, worth a combined $27M — up 14% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LGOV positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.99M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $6.13M sold.
- 19 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2021, up from 17 in Q4 2020.
- Funds reported $27M of First Trust Long Duration Opportunities ETF stock for Q1 2021, up 14% quarter-over-quarter.
- 7 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2021 and 5 closed out, a net change of +2 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $7.99M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q1 2021 was Simplicity Solutions, an estimated $6.13M sold.
Based on aggregated 13F filings for Q1 2021.