First Trust Smith Unconstrained Bond ETF
UCON
18 hedge funds and large institutions have $72.8M invested in First Trust Smith Unconstrained Bond ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
350% more funds holding
Funds holding: 4 → 18 (+14)
192% more capital invested
Capital invested by funds: $24.9M → $72.8M (+$47.9M)
26.69% more ownership
Funds ownership: 14.02% → 40.71% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$23.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.46M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.92M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10M |
| 2 |
Citigroup
New York
|
-$5.02M |
| 3 |
Goldman Sachs
New York
|
-$5.01M |
UCON Hedge Fund Activity: Q3 2018 in Review
18 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Unconstrained Bond ETF (UCON) for Q3 2018, worth a combined $72.8M — up 192% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UCON positions and 3 closed out — a net gain of 14 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was LVZ Inc, opening a new position worth an estimated $23.5M. The largest seller was Deutsche Bank, exiting entirely with an estimated $10M sold.
- 18 institutional investors held First Trust Smith Unconstrained Bond ETF (UCON) as of Q3 2018, up from 4 in Q2 2018.
- Funds reported $72.8M of First Trust Smith Unconstrained Bond ETF stock for Q3 2018, up 192% quarter-over-quarter.
- 17 funds opened new First Trust Smith Unconstrained Bond ETF positions in Q3 2018 and 3 closed out, a net change of +14 holders.
- The largest First Trust Smith Unconstrained Bond ETF buyer in Q3 2018 was LVZ Inc, an estimated $23.5M added.
- The largest First Trust Smith Unconstrained Bond ETF seller in Q3 2018 was Deutsche Bank, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2018.