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First Trust AAA CMBS ETF

5 hedge funds and large institutions have $11.8M invested in First Trust AAA CMBS ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

77.92% more ownership

Funds ownership: 0%77.92% (+78%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.04M +$3.03M +150,000 New
JP Morgan Chase
2
JP Morgan Chase
New York
$3.04M +$3.03M +150,000 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.04M +$3.02M +149,870 New
MSU
4
Mizuho Securities USA
New York
$2.73M +$2.72M +134,519 New
UBS Group
5
UBS Group
Switzerland
$162 +$161 +8 New

CAAA Hedge Fund Activity: Q1 2024 in Review

5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust AAA CMBS ETF (CAAA) for Q1 2024, worth a combined $11.8M.

Buyers outnumbered sellers: 5 funds opened new CAAA positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $3.03M.

  • 5 institutional investors held First Trust AAA CMBS ETF (CAAA) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $11.8M of First Trust AAA CMBS ETF stock for Q1 2024.
  • 5 funds opened new First Trust AAA CMBS ETF positions in Q1 2024 and 0 closed out, a net change of +5 holders.
  • The largest First Trust AAA CMBS ETF buyer in Q1 2024 was Bank of America, an estimated $3.03M added.

Based on aggregated 13F filings for Q1 2024.