First Trust Smith Unconstrained Bond ETF
UCON
160 hedge funds and large institutions have $895M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 13 closing their positions.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
13% more funds holding
Funds holding: 141 → 160 (+19)
8% more capital invested
Capital invested by funds: $832M → $895M (+$62.8M)
0.01% less ownership
Funds ownership: 74.6% → 74.6% (-0.01%)
11% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$16.2M |
| 3 |
B
Bensler
Bellevue,
Washington
|
+$11.4M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$11.1M |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$9.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$19.1M |
| 2 |
Goldman Sachs
New York
|
-$10.5M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$10.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.54M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.29M |
UCON Hedge Fund Activity: Q2 2022 in Review
160 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Unconstrained Bond ETF (UCON) for Q2 2022, worth a combined $895M — up 7.5% from $832M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UCON positions and 13 closed out — a net gain of 20 holders — while 55 added to existing stakes and 62 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Citadel Advisors, cutting an estimated $19.1M.
- 160 institutional investors held First Trust Smith Unconstrained Bond ETF (UCON) as of Q2 2022, up from 141 in Q1 2022.
- Funds reported $895M of First Trust Smith Unconstrained Bond ETF stock for Q2 2022, up 7.5% quarter-over-quarter.
- 33 funds opened new First Trust Smith Unconstrained Bond ETF positions in Q2 2022 and 13 closed out, a net change of +20 holders.
- The largest First Trust Smith Unconstrained Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26M added.
- The largest First Trust Smith Unconstrained Bond ETF seller in Q2 2022 was Citadel Advisors, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2022.