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First Trust Intermediate Government Opportunities ETF

14 hedge funds and large institutions have $33.3M invested in First Trust Intermediate Government Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

40% more funds holding

Funds holding: 1014 (+4)

14% more capital invested

Capital invested by funds: $29.3M → $33.3M (+$4.01M)

1.57% less ownership

Funds ownership: 96.73%95.16% (-1.6%)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$13.7M +$241K +12,109 +2%
HI
2
Harbour Investments
Wisconsin
$3.45M -$233K -11,697 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.88M +$230K +11,579 +9%
Truist Financial
4
Truist Financial
North Carolina
$2.88M +$230K +11,579 +9%
IWA
5
Inspirion Wealth Advisors
Illinois
$2.56M -$13.5K -677 -0.5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.02M +$2.01M +100,881 New
First Trust Advisors
7
First Trust Advisors
Illinois
$1.63M +$289K +14,516 +22%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.22M +$1.22M +61,147 New
SPC
9
Sigma Planning Corp
Michigan
$1.14M +$45.7K +2,294 +4%
Jane Street
10
Jane Street
New York
$820K -$40.1K -2,014 -5%
IA
11
IFP Advisors
Florida
$500K +$189K +9,491 +61%
Citadel Advisors
12
Citadel Advisors
Florida
$342K -$19.9K -1,000 -6%
HNB
13
Hilltop National Bank
Wyoming
$73.7K +$73.4K +3,688 New
Osaic Holdings
14
Osaic Holdings
Arizona
$48.4K +$48.2K +2,420 New

MGOV Hedge Fund Activity: Q2 2024 in Review

14 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Government Opportunities ETF (MGOV) for Q2 2024, worth a combined $33.3M — up 14% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MGOV positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.01M. The largest seller was Harbour Investments, cutting an estimated $233K.

  • 14 institutional investors held First Trust Intermediate Government Opportunities ETF (MGOV) as of Q2 2024, up from 10 in Q1 2024.
  • Funds reported $33.3M of First Trust Intermediate Government Opportunities ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 4 funds opened new First Trust Intermediate Government Opportunities ETF positions in Q2 2024 and 0 closed out, a net change of +4 holders.
  • The largest First Trust Intermediate Government Opportunities ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $2.01M added.
  • The largest First Trust Intermediate Government Opportunities ETF seller in Q2 2024 was Harbour Investments, an estimated $233K sold.

Based on aggregated 13F filings for Q2 2024.