First Trust Smith Unconstrained Bond ETF
UCON
UCON
184 hedge funds and large institutions have $1.48B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
15% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 79
24% less funds holding in top 10
Funds holding in top 10: 25 → 19 (-6)
Holders
184
Holding in Top 10
19
Calls
–
Puts
–
Top Buyers
| 1 | +$57.5M | |
| 2 | +$36.3M | |
| 3 | +$19.4M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.2M |
| 5 |
JP Morgan Chase
New York
|
+$9.88M |
Top Sellers
| 1 | -$25.4M | |
| 2 | -$17.9M | |
| 3 | -$12.2M | |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$9.36M |
| 5 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$7.51M |