First Trust Intermediate Government Opportunities ETF
MGOV
10 hedge funds and large institutions have $29.3M invested in First Trust Intermediate Government Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
48% more capital invested
Capital invested by funds: $19.8M → $29.3M (+$9.48M)
25% more funds holding
Funds holding: 8 → 10 (+2)
8.98% more ownership
Funds ownership: 87.75% → 96.73% (+9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$2.78M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.68M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.68M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.11M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$290K |
| 2 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$224K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$67.2K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $13.6M | +$599K | +29,630 | +5% |
|
|
HI
2
Harbour Investments
Madison,
Wisconsin
| $3.72M | +$2.78M | +137,390 | +294% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $2.67M | +$2.68M | +132,531 | New |
|
|
4
Truist Financial
Charlotte,
North Carolina
| $2.67M | +$2.68M | +132,531 | New |
|
|
IWA
5
Inspirion Wealth Advisors
Libertyville,
Illinois
| $2.6M | -$224K | -11,054 | -8% |
|
6
First Trust Advisors
Wheaton,
Illinois
| $1.35M | +$194K | +9,611 | +17% |
|
|
SPC
7
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.11M | +$1.11M | +54,801 | New |
|
8
Jane Street
New York
| $869K | +$73K | +3,608 | +9% |
|
|
9
Citadel Advisors
Miami,
Florida
| $365K | -$290K | -14,336 | -44% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $313K | +$314K | +15,501 | New |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$67.2K | -3,276 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$25K | -1,220 | Closed |
|
MGOV Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Government Opportunities ETF (MGOV) for Q1 2024, worth a combined $29.3M — up 48% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MGOV positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Harbour Investments, adding an estimated $2.78M. The largest seller was Citadel Advisors, cutting an estimated $290K.
- 10 institutional investors held First Trust Intermediate Government Opportunities ETF (MGOV) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $29.3M of First Trust Intermediate Government Opportunities ETF stock for Q1 2024, up 48% quarter-over-quarter.
- 4 funds opened new First Trust Intermediate Government Opportunities ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest First Trust Intermediate Government Opportunities ETF buyer in Q1 2024 was Harbour Investments, an estimated $2.78M added.
- The largest First Trust Intermediate Government Opportunities ETF seller in Q1 2024 was Citadel Advisors, an estimated $290K sold.
Based on aggregated 13F filings for Q1 2024.