First Trust Managed Futures Strategy Fund
FMF
72 hedge funds and large institutions have $212M invested in First Trust Managed Futures Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 10 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 17
98% more capital invested
Capital invested by funds: $107M → $212M (+$105M)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
11.95% more ownership
Funds ownership: 77.33% → 89.28% (+12%)
7% more funds holding
Funds holding: 67 → 72 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$97.9M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$2.57M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.89M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.61M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.54M |
| 2 |
Jane Street
New York
|
-$1.49M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$511K |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$395K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$390K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$390K | -8,021 | Closed |
|
|
MWM
77
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$285K | -5,865 | Closed |
|
78
UBS Group
Zurich,
Switzerland
| – | -$237K | -4,871 | Closed |
|
|
SA
79
SpiderRock Advisors
Wilimington,
Delaware
| – | -$218K | -4,479 | Closed |
|
|
OFS
80
OneAscent Financial Services
Birmingham,
Alabama
| – | -$208K | -4,266 | Closed |
|
|
AAS
81
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$200K | -4,111 | Closed |
|
|
MSWM
82
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| – | -$76.6K | -1,575 | Closed |
|
FMF Hedge Fund Activity: Q3 2024 in Review
72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q3 2024, worth a combined $212M — up 98% from $107M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FMF positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 17 trimmed.
The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $97.9M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $1.54M sold.
- 72 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q3 2024, up from 67 in Q2 2024.
- Funds reported $212M of First Trust Managed Futures Strategy Fund stock for Q3 2024, up 98% quarter-over-quarter.
- 16 funds opened new First Trust Managed Futures Strategy Fund positions in Q3 2024 and 10 closed out, a net change of +6 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q3 2024 was Tredje AP-fonden, an estimated $97.9M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q3 2024 was Sanctuary Advisors, an estimated $1.54M sold.
Based on aggregated 13F filings for Q3 2024.