First Trust Managed Futures Strategy Fund
FMF
45 hedge funds and large institutions have $47.1M invested in First Trust Managed Futures Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 43 → 45 (+2)
1.66% more ownership
Funds ownership: 69.42% → 71.08% (+1.7%)
2% less capital invested
Capital invested by funds: $48M → $47.1M (-$957K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.82M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.74M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$732K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$6.13M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$337K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$330K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$241K |
FMF Hedge Fund Activity: Q4 2021 in Review
45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q4 2021, worth a combined $47.1M — down 2% from $48M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FMF positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.75M. The largest seller was Choice Wealth Advisors, exiting entirely with an estimated $6.13M sold.
- 45 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q4 2021, up from 43 in Q3 2021.
- Funds reported $47.1M of First Trust Managed Futures Strategy Fund stock for Q4 2021, down 2% quarter-over-quarter.
- 8 funds opened new First Trust Managed Futures Strategy Fund positions in Q4 2021 and 6 closed out, a net change of +2 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q4 2021 was Jane Street, an estimated $3.75M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q4 2021 was Choice Wealth Advisors, an estimated $6.13M sold.
Based on aggregated 13F filings for Q4 2021.