We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

301 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1% more funds holding

Funds holding: 297301 (+4)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$47M)

0.18% more ownership

Funds ownership: 75.93%76.11% (+0.18%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
301
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
26
CWA Asset Management Group
Florida
$13.1M +$13M +251,877 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$12.1M -$2.02M -39,144 -14%
FFG
28
Frisch Financial Group
New York
$10.6M +$1.03M +19,956 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10.6M -$252K -4,884 -2%
M
30
MOTCO
Texas
$10.5M -$44.8K -868 -0.4%
VCP
31
Verus Capital Partners
Arizona
$10.5M +$613K +11,868 +6%
GAG
32
GM Advisory Group
New York
$10.3M +$1.72M +33,240 +20%
KIG
33
Kowal Investment Group
Wisconsin
$9.98M -$55K -1,066 -0.6%
LFG
34
Larson Financial Group
Missouri
$9.91M +$2.02M +39,105 +26%
RA
35
RFG Advisory
Alabama
$9.44M -$377K -7,301 -4%
KAS
36
Kestra Advisory Services
Texas
$9.04M +$112K +2,166 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.03M +$848K +16,429 +10%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$9.02M -$7.64K -148 -0.1%
PAG
39
Private Advisor Group
New Jersey
$7.83M -$345K -6,679 -4%
HighTower Advisors
40
HighTower Advisors
Illinois
$6.38M +$7.43K +144 +0.1%
AFG
41
Arkansas Financial Group
Arkansas
$6.36M +$30.6K +592 +0.5%
FPIS
42
Financial Planning & Information Services
Wisconsin
$6.23M -$826K -16,000 -12%
Renaissance Technologies
43
Renaissance Technologies
New York
$6.22M +$3.57M +69,187 +137%
Citigroup
44
Citigroup
New York
$6.08M -$1.73M -33,535 -22%
MML Investors Services
45
MML Investors Services
Massachusetts
$6M +$626K +12,124 +12%
FHA
46
First Horizon Advisors
Tennessee
$5.78M +$12K +233 +0.2%
FAIM
47
Financial Advocates Investment Management
Washington
$5.67M -$95.1K -1,842 -2%
BWM
48
BCGM Wealth Management
Indiana
$5.57M +$304K +5,885 +6%
JSW
49
Journey Strategic Wealth
New Jersey
$5.42M +$458K +8,874 +9%
MFG
50
Magnus Financial Group
New York
$5.28M +$116K +2,247 +2%

FMB Hedge Fund Activity: Q3 2024 in Review

301 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Municipal ETF (FMB) for Q3 2024, worth a combined $1.54B — up 3.1% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FMB positions and 21 closed out — a net gain of 9 holders — while 126 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Sequoia Financial Advisors, cutting an estimated $34.6M.

  • 301 institutional investors held First Trust Managed Municipal ETF (FMB) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.54B of First Trust Managed Municipal ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 30 funds opened new First Trust Managed Municipal ETF positions in Q3 2024 and 21 closed out, a net change of +9 holders.
  • The largest First Trust Managed Municipal ETF buyer in Q3 2024 was Morgan Stanley, an estimated $14M added.
  • The largest First Trust Managed Municipal ETF seller in Q3 2024 was Sequoia Financial Advisors, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2024.