First Trust Long Duration Opportunities ETF
LGOV
21 hedge funds and large institutions have $23.7M invested in First Trust Long Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more funds holding
Funds holding: 18 → 21 (+3)
7.57% less ownership
Funds ownership: 84% → 76.43% (-7.6%)
15% less capital invested
Capital invested by funds: $28M → $23.7M (-$4.3M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$956K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$159K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$139K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$18.1K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$17.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$3.12M |
| 2 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$972K |
| 3 |
LPL Financial
San Diego,
California
|
-$131K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$107K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$105K |
LGOV Hedge Fund Activity: Q1 2022 in Review
21 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2022, worth a combined $23.7M — down 15% from $28M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGOV positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $956K. The largest seller was Freedom Investment Management, cutting an estimated $3.12M.
- 21 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2022, up from 18 in Q4 2021.
- Funds reported $23.7M of First Trust Long Duration Opportunities ETF stock for Q1 2022, down 15% quarter-over-quarter.
- 6 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2022 and 3 closed out, a net change of +3 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q1 2022 was AE Wealth Management, an estimated $956K added.
- The largest First Trust Long Duration Opportunities ETF seller in Q1 2022 was Freedom Investment Management, an estimated $3.12M sold.
Based on aggregated 13F filings for Q1 2022.