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First Trust Managed Municipal ETF

17 hedge funds and large institutions have $44.8M invested in First Trust Managed Municipal ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

57% more capital invested

Capital invested by funds: $28.5M → $44.8M (+$16.3M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1617 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
9
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change

FMB Hedge Fund Activity: Q1 2016 in Review

17 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Municipal ETF (FMB) for Q1 2016, worth a combined $44.8M — up 57% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FMB positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.34M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $609K sold.

  • 17 institutional investors held First Trust Managed Municipal ETF (FMB) as of Q1 2016, up from 16 in Q4 2015.
  • Funds reported $44.8M of First Trust Managed Municipal ETF stock for Q1 2016, up 57% quarter-over-quarter.
  • 3 funds opened new First Trust Managed Municipal ETF positions in Q1 2016 and 2 closed out, a net change of +1 holder.
  • The largest First Trust Managed Municipal ETF buyer in Q1 2016 was LPL Financial, an estimated $6.34M added.
  • The largest First Trust Managed Municipal ETF seller in Q1 2016 was Cetera Investment Advisers, an estimated $609K sold.

Based on aggregated 13F filings for Q1 2016.