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First Trust SSI Strategic Convertible Securities ETF

48 hedge funds and large institutions have $53M invested in First Trust SSI Strategic Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more capital invested

Capital invested by funds: $35.3M → $53M (+$17.7M)

17% more funds holding

Funds holding: 4148 (+7)

12.11% more ownership

Funds ownership: 39.18%51.29% (+12%)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
7
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change

FCVT Hedge Fund Activity: Q4 2023 in Review

48 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q4 2023, worth a combined $53M — up 50% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FCVT positions and 8 closed out — a net gain of 7 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $1.48M.

  • 48 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $53M of First Trust SSI Strategic Convertible Securities ETF stock for Q4 2023, up 50% quarter-over-quarter.
  • 15 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q4 2023 and 8 closed out, a net change of +7 holders.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q4 2023 was Jane Street, an estimated $11.7M added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q4 2023 was Morgan Stanley, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2023.