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First Trust AAA CMBS ETF

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, 4 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

68% more capital invested

Capital invested by funds: $9.58M → $16.1M (+$6.51M)

0.05% more ownership

Funds ownership: 62.8%62.85% (+0.05%)

7% less funds holding

Funds holding: 1413 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change

CAAA Hedge Fund Activity: Q2 2025 in Review

13 of the 7,613 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 68% from $9.58M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CAAA and 5 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 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 68% 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.