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First Trust California Municipal High income ETF
FCAL

5 hedge funds and large institutions have $9.76M invested in First Trust California Municipal High income ETF in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

25% more funds holding

Funds holding: 4 → 5 (+1)

1.16% more ownership

Funds ownership: 93.42% → 94.58% (+1.2%)

3% more capital invested

Capital invested by funds: $9.46M → $9.76M (+$301K)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.11M
2
LPL Financial
LPL Financial
California
+$422K
3
Jane Street
Jane Street
New York
+$340K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$61.1K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$3.82M

FCAL Hedge Fund Activity: Q4 2017 in Review

5 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in First Trust California Municipal High income ETF (FCAL) for Q4 2017, worth a combined $9.76M — up 3.2% from $9.46M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FCAL positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $3.11M. The largest seller was Citigroup, cutting an estimated $3.82M.

  • 5 institutional investors held First Trust California Municipal High income ETF (FCAL) as of Q4 2017, up from 4 in Q3 2017.
  • Funds reported $9.76M of First Trust California Municipal High income ETF stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 1 fund opened new First Trust California Municipal High income ETF positions in Q4 2017 and 0 closed out, a net change of +1 holder.
  • The largest First Trust California Municipal High income ETF buyer in Q4 2017 was Bank of America, an estimated $3.11M added.
  • The largest First Trust California Municipal High income ETF seller in Q4 2017 was Citigroup, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2017.