First Trust Managed Futures Strategy Fund
FMF
71 hedge funds and large institutions have $117M invested in First Trust Managed Futures Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.
575% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
74% more capital invested
Capital invested by funds: $67.2M → $117M (+$49.7M)
48% more funds holding
Funds holding: 48 → 71 (+23)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
2.66% less ownership
Funds ownership: 76.12% → 73.46% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$9.73M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$8.53M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.06M |
| 4 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$5.75M |
| 5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.37M |
| 2 |
RWM
Refined Wealth Management
Salt Lake City,
Utah
|
-$820K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$819K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$630K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$295K |
FMF Hedge Fund Activity: Q2 2022 in Review
71 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q2 2022, worth a combined $117M — up 74% from $67.2M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FMF positions and 4 closed out — a net gain of 23 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $9.73M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.
- 71 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q2 2022, up from 48 in Q1 2022.
- Funds reported $117M of First Trust Managed Futures Strategy Fund stock for Q2 2022, up 74% quarter-over-quarter.
- 27 funds opened new First Trust Managed Futures Strategy Fund positions in Q2 2022 and 4 closed out, a net change of +23 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q2 2022 was HighTower Advisors, an estimated $9.73M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q2 2022 was Jane Street, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2022.