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First Trust Intermediate Government Opportunities ETF

21 hedge funds and large institutions have $49.7M invested in First Trust Intermediate Government Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more funds holding

Funds holding: 1821 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $52M → $49.7M (-$2.34M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

69.12% less ownership

Funds ownership: 155.47%86.34% (-69%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$20.7M -$190K -9,408 -0.9%
KWM
2
Kingsview Wealth Management
Oregon
$7.35M -$853K -42,217 -10%
SPC
3
Sigma Planning Corp
Michigan
$4.07M +$2.91M +144,093 +235%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.86M -$62.6K -3,098 -2%
Truist Financial
5
Truist Financial
North Carolina
$2.72M -$208K -10,281 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.52M +$656K +32,453 +34%
IWA
7
Inspirion Wealth Advisors
Illinois
$1.76M -$719K -35,594 -28%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.76M
HI
9
Harbour Investments
Wisconsin
$1.49M -$1.44M -71,149 -49%
Citadel Advisors
10
Citadel Advisors
Florida
$853K +$869K +43,020 New
ATPW
11
Ashton Thomas Private Wealth
Arizona
$577K +$191K +9,434 +48%
IA
12
IFP Advisors
Florida
$532K +$39.2K +1,941 +8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$469K +$478K +23,664 New
IWM
14
Iams Wealth Management
Nebraska
$461K +$470K +23,257 New
ASN
15
Advisory Services Network
Georgia
$425K +$432K +21,406 New
Jane Street
16
Jane Street
New York
$366K -$125K -6,200 -25%
NCM
17
Narwhal Capital Management
Georgia
$321K +$327K +16,172 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$268K +$273K +13,515 New
HNB
19
Hilltop National Bank
Wyoming
$73.1K
Osaic Holdings
20
Osaic Holdings
Arizona
$48K
UBS Group
21
UBS Group
Switzerland
$2.46K -$10.9K -539 -81%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-$2.08M -99,537 Closed
OC
23
Oppenheimer & Co
New York
-$358K -17,155 Closed

MGOV Hedge Fund Activity: Q4 2024 in Review

21 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Government Opportunities ETF (MGOV) for Q4 2024, worth a combined $49.7M — down 4.5% from $52M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MGOV positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Sigma Planning Corp, adding an estimated $2.91M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $2.08M sold.

  • 21 institutional investors held First Trust Intermediate Government Opportunities ETF (MGOV) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $49.7M of First Trust Intermediate Government Opportunities ETF stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 6 funds opened new First Trust Intermediate Government Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Intermediate Government Opportunities ETF buyer in Q4 2024 was Sigma Planning Corp, an estimated $2.91M added.
  • The largest First Trust Intermediate Government Opportunities ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2024.