First Trust Active Factor Small Cap ETF
AFSM
20 hedge funds and large institutions have $30.4M invested in First Trust Active Factor Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
284% more capital invested
Capital invested by funds: $7.9M → $30.4M (+$22.5M)
67% more funds holding
Funds holding: 12 → 20 (+8)
40.52% more ownership
Funds ownership: 51.24% → 91.76% (+41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.92M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$6.9M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.5M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.77M |
| 5 |
BAWC
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
+$627K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$468K |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$401K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$6.65K |
AFSM Hedge Fund Activity: Q4 2024 in Review
20 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Small Cap ETF (AFSM) for Q4 2024, worth a combined $30.4M — up 284% from $7.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AFSM positions and 1 closed out — a net gain of 8 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.92M. The largest seller was Beacon Financial Advisory, cutting an estimated $468K.
- 20 institutional investors held First Trust Active Factor Small Cap ETF (AFSM) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $30.4M of First Trust Active Factor Small Cap ETF stock for Q4 2024, up 284% quarter-over-quarter.
- 9 funds opened new First Trust Active Factor Small Cap ETF positions in Q4 2024 and 1 closed out, a net change of +8 holders.
- The largest First Trust Active Factor Small Cap ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $6.92M added.
- The largest First Trust Active Factor Small Cap ETF seller in Q4 2024 was Beacon Financial Advisory, an estimated $468K sold.
Based on aggregated 13F filings for Q4 2024.