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First Trust AAA CMBS ETF

14 hedge funds and large institutions have $9.64M invested in First Trust AAA CMBS ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

27% more funds holding

Funds holding: 1114 (+3)

2.43% less ownership

Funds ownership: 97.23%94.8% (-2.4%)

34% less capital invested

Capital invested by funds: $14.7M → $9.64M (-$5.07M)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.03M -$1.01M -50,000 -33%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.77M -$1.23M -60,912 -41%
PTP
3
Platform Technology Partners
New York
$958K +$107K +5,303 +13%
First Trust Advisors
4
First Trust Advisors
Illinois
$729K +$726K +35,808 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$697K -$1.74M -85,798 -71%
IWA
6
Inspirion Wealth Advisors
Illinois
$656K -$10.1K -500 -2%
FFA
7
Farther Finance Advisors
California
$628K +$625K +30,820 New
FTUS
8
Flow Traders U.S.
New York
$447K +$445K +21,947 New
Jane Street
9
Jane Street
New York
$435K +$433K +21,375 New
Bank of America
10
Bank of America
North Carolina
$407K -$2.63M -130,000 -87%
BAM
11
Belpointe Asset Management
Nevada
$402K +$145K +7,138 +57%
AAS
12
Avantax Advisory Services
Texas
$371K -$105K -5,185 -22%
GWM
13
Geneos Wealth Management
Colorado
$91.6K +$60.8K +3,000 +200%
Osaic Holdings
14
Osaic Holdings
Arizona
$20.4K
MSU
15
Mizuho Securities USA
New York
-$973K -48,226 Closed

CAAA Hedge Fund Activity: Q1 2025 in Review

14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust AAA CMBS ETF (CAAA) for Q1 2025, worth a combined $9.64M — down 34% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CAAA positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $726K. The largest seller was Bank of America, cutting an estimated $2.63M.

  • 14 institutional investors held First Trust AAA CMBS ETF (CAAA) as of Q1 2025, up from 11 in Q4 2024.
  • Funds reported $9.64M of First Trust AAA CMBS ETF stock for Q1 2025, down 34% quarter-over-quarter.
  • 4 funds opened new First Trust AAA CMBS ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest First Trust AAA CMBS ETF buyer in Q1 2025 was First Trust Advisors, an estimated $726K added.
  • The largest First Trust AAA CMBS ETF seller in Q1 2025 was Bank of America, an estimated $2.63M sold.

Based on aggregated 13F filings for Q1 2025.