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First Trust AAA CMBS ETF
CAAA

18 hedge funds and large institutions have $23.7M invested in First Trust AAA CMBS ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $16.1M → $23.7M (+$7.65M)

38% more funds holding

Funds holding: 13 → 18 (+5)

0.13% more ownership

Funds ownership: 92.43% → 92.56% (+0.13%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFB
STAR Financial Bank
Indiana
+$4.97M
2
Goldman Sachs
Goldman Sachs
New York
+$951K
3
Jane Street
Jane Street
New York
+$838K
4
FTUS
Flow Traders U.S.
New York
+$328K
5
Citadel Advisors
Citadel Advisors
Florida
+$312K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
1
STAR Financial Bank
Indiana
$7.11M +$4.97M +242,727 +234%
PFS
2
Prospera Financial Services
Texas
$6.05M +$281K +13,692 +5%
IAN
3
Integrated Advisors Network
Texas
$2.94M +$758 +37 +0%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.48M – – –
FFA
5
Farther Finance Advisors
California
$1.25M +$88.6K +4,325 +8%
PTP
6
Platform Technology Partners
New York
$1.03M +$128K +6,245 +14%
Goldman Sachs
7
Goldman Sachs
New York
$952K +$951K +46,423 New
Jane Street
8
Jane Street
New York
$839K +$838K +40,890 New
IWA
9
Inspirion Wealth Advisors
Illinois
$698K +$29.7K +1,449 +4%
BAM
10
Belpointe Asset Management
Nevada
$440K +$4.57K +223 +1%
FTUS
11
Flow Traders U.S.
New York
$328K +$328K +16,000 New
Citadel Advisors
12
Citadel Advisors
Florida
$313K +$312K +15,249 New
ATPW
13
Ashton Thomas Private Wealth
Arizona
$201K – – –
GWM
14
Geneos Wealth Management
Colorado
$61.5K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$20.5K – – –
HI
16
Harbour Investments
Wisconsin
$19.9K +$19.8K +968 New
BOJHT
17
Bank of Jackson Hole Trust
Wyoming
$5K +$5K +244 New
UBS Group
18
UBS Group
Switzerland
$2.93K +$697 +34 +31%

CAAA Hedge Fund Activity: Q3 2025 in Review

18 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in First Trust AAA CMBS ETF (CAAA) for Q3 2025, worth a combined $23.7M — up 48% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CAAA positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was STAR Financial Bank, adding an estimated $4.97M.

  • 18 institutional investors held First Trust AAA CMBS ETF (CAAA) as of Q3 2025, up from 13 in Q2 2025.
  • Funds reported $23.7M of First Trust AAA CMBS ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 6 funds opened new First Trust AAA CMBS ETF positions in Q3 2025 and 0 closed out, a net change of +6 holders.
  • The largest First Trust AAA CMBS ETF buyer in Q3 2025 was STAR Financial Bank, an estimated $4.97M added.

Based on aggregated 13F filings for Q3 2025.