First Trust Active Factor Small Cap ETF
AFSM
11 hedge funds and large institutions have $7.63M invested in First Trust Active Factor Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
422% more capital invested
Capital invested by funds: $1.46M → $7.63M (+$6.17M)
83% more funds holding
Funds holding: 6 → 11 (+5)
42.49% more ownership
Funds ownership: 24.96% → 67.45% (+42%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$4.09M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.12M |
| 3 |
BAWC
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
+$773K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$257K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$19.9K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
1
Beacon Financial Advisory
Cleveland,
Ohio
| $4.08M | +$4.09M | +144,269 | New |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.28M | +$1.12M | +39,501 | +695% |
|
|
BAWC
3
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $771K | +$773K | +27,258 | New |
|
|
PFS
4
Prospera Financial Services
Dallas,
Texas
| $522K | -$19.9K | -700 | -4% |
|
|
CFD
5
Creative Financial Designs
Kokomo,
Indiana
| $481K | +$851 | +30 | +0.2% |
|
|
SPC
6
Sigma Planning Corp
Ann Arbor,
Michigan
| $256K | +$257K | +9,045 | New |
|
|
IFG
7
Independent Financial Group
San Diego,
California
| $209K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $18.4K | -$1.39K | -49 | -7% |
|
|
IAIM
9
International Assets Investment Management
Orlando,
Florida
| $13.8K | +$13.8K | +487 | New |
|
10
UBS Group
Zurich,
Switzerland
| $990 | +$993 | +35 | New |
|
11
Morgan Stanley
New York
| $34 | – | – | – |
|
AFSM Hedge Fund Activity: Q2 2024 in Review
11 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Small Cap ETF (AFSM) for Q2 2024, worth a combined $7.63M — up 422% from $1.46M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AFSM positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Beacon Financial Advisory, opening a new position worth an estimated $4.09M. The largest seller was Prospera Financial Services, cutting an estimated $19.9K.
- 11 institutional investors held First Trust Active Factor Small Cap ETF (AFSM) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $7.63M of First Trust Active Factor Small Cap ETF stock for Q2 2024, up 422% quarter-over-quarter.
- 5 funds opened new First Trust Active Factor Small Cap ETF positions in Q2 2024 and 0 closed out, a net change of +5 holders.
- The largest First Trust Active Factor Small Cap ETF buyer in Q2 2024 was Beacon Financial Advisory, an estimated $4.09M added.
- The largest First Trust Active Factor Small Cap ETF seller in Q2 2024 was Prospera Financial Services, an estimated $19.9K sold.
Based on aggregated 13F filings for Q2 2024.