First Trust Intermediate Government Opportunities ETF
MGOV
8 hedge funds and large institutions have $19.8M invested in First Trust Intermediate Government Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
52% more capital invested
Capital invested by funds: $13.1M → $19.8M (+$6.75M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.02% less ownership
Funds ownership: 89.78% → 87.75% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$12.7M |
| 2 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$2.74M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$918K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$637K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.88M |
| 3 |
Goldman Sachs
New York
|
-$2.05M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.98M |
| 5 |
MSU
Mizuho Securities USA
New York
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $13.2M | +$12.7M | +645,026 | New |
|
|
IWA
2
Inspirion Wealth Advisors
Libertyville,
Illinois
| $2.86M | +$2.74M | +139,705 | New |
|
|
3
First Trust Advisors
Wheaton,
Illinois
| $1.18M | +$506K | +25,760 | +81% |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $960K | +$918K | +46,752 | New |
|
5
Jane Street
New York
| $810K | +$115K | +5,840 | +17% |
|
|
6
Citadel Advisors
Miami,
Florida
| $666K | +$637K | +32,441 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $67.2K | -$2.88M | -146,724 | -98% |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $25K | +$23.9K | +1,220 | New |
|
|
9
JP Morgan Chase
New York
| – | -$2.91M | -150,000 | Closed |
|
|
10
Goldman Sachs
New York
| – | -$2.05M | -105,785 | Closed |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.98M | -102,135 | Closed |
|
|
MSU
12
Mizuho Securities USA
New York
| – | -$1.94M | -100,000 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$2.46K | -127 | Closed |
|
MGOV Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Government Opportunities ETF (MGOV) for Q4 2023, worth a combined $19.8M — up 52% from $13.1M a quarter earlier.
Fund positioning in MGOV was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $12.7M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2.91M sold.
- 8 institutional investors held First Trust Intermediate Government Opportunities ETF (MGOV) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $19.8M of First Trust Intermediate Government Opportunities ETF stock for Q4 2023, up 52% quarter-over-quarter.
- 5 funds opened new First Trust Intermediate Government Opportunities ETF positions in Q4 2023 and 5 closed out, a net change of 0 holders.
- The largest First Trust Intermediate Government Opportunities ETF buyer in Q4 2023 was Kingsview Wealth Management, an estimated $12.7M added.
- The largest First Trust Intermediate Government Opportunities ETF seller in Q4 2023 was JP Morgan Chase, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2023.