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First Trust AAA CMBS ETF
CAAA

9 hedge funds and large institutions have $15.4M invested in First Trust AAA CMBS ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

29% more funds holding

Funds holding: 7 → 9 (+2)

3% more capital invested

Capital invested by funds: $15M → $15.4M (+$393K)

0.14% less ownership

Funds ownership: 99.21% → 99.08% (-0.14%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWA
Inspirion Wealth Advisors
Illinois
+$692K
2
FTUS
Flow Traders U.S.
New York
+$309K
3
VF
VitalStone Financial
Texas
+$11.3K
4
BAM
Belpointe Asset Management
Nevada
+$1.21K

Top Sellers

Rank Fund Capital Flow
1
MSU
Mizuho Securities USA
New York
-$549K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$440K
3
JP Morgan Chase
JP Morgan Chase
New York
-$44.5K
4
UBS Group
UBS Group
Switzerland
-$161

CAAA Hedge Fund Activity: Q3 2024 in Review

9 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust AAA CMBS ETF (CAAA) for Q3 2024, worth a combined $15.4M — up 2.6% from $15M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CAAA positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Inspirion Wealth Advisors, opening a new position worth an estimated $692K. The largest seller was Mizuho Securities USA, cutting an estimated $549K.

  • 9 institutional investors held First Trust AAA CMBS ETF (CAAA) as of Q3 2024, up from 7 in Q2 2024.
  • Funds reported $15.4M of First Trust AAA CMBS ETF stock for Q3 2024, up 2.6% quarter-over-quarter.
  • 3 funds opened new First Trust AAA CMBS ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
  • The largest First Trust AAA CMBS ETF buyer in Q3 2024 was Inspirion Wealth Advisors, an estimated $692K added.
  • The largest First Trust AAA CMBS ETF seller in Q3 2024 was Mizuho Securities USA, an estimated $549K sold.

Based on aggregated 13F filings for Q3 2024.