First Trust AAA CMBS ETF
CAAA
13 hedge funds and large institutions have $16.1M invested in First Trust AAA CMBS ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 6 closing their positions.
67% more capital invested
Capital invested by funds: $9.64M → $16.1M (+$6.45M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2.37% less ownership
Funds ownership: 94.8% → 92.43% (-2.4%)
7% less funds holding
Funds holding: 14 → 13 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$5.71M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$2.91M |
| 3 |
SFB
STAR Financial Bank
Fort Wayne,
Indiana
|
+$2.11M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$735K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.03M |
| 2 |
JP Morgan Chase
New York
|
-$1.77M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$697K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$447K |
| 5 |
Jane Street
New York
|
-$435K |
CAAA Hedge Fund Activity: Q2 2025 in Review
13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust AAA CMBS ETF (CAAA) for Q2 2025, worth a combined $16.1M — up 67% from $9.64M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CAAA and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $5.71M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.03M sold.
- 13 institutional investors held First Trust AAA CMBS ETF (CAAA) as of Q2 2025, down from 14 in Q1 2025.
- Funds reported $16.1M of First Trust AAA CMBS ETF stock for Q2 2025, up 67% quarter-over-quarter.
- 5 funds opened new First Trust AAA CMBS ETF positions in Q2 2025 and 6 closed out, a net change of -1 holder.
- The largest First Trust AAA CMBS ETF buyer in Q2 2025 was Prospera Financial Services, an estimated $5.71M added.
- The largest First Trust AAA CMBS ETF seller in Q2 2025 was Goldman Sachs, an estimated $2.03M sold.
Based on aggregated 13F filings for Q2 2025.