First Trust Managed Futures Strategy Fund
FMF
79 hedge funds and large institutions have $125M invested in First Trust Managed Futures Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 13 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 16
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
10% more funds holding
Funds holding: 72 → 79 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.29% less ownership
Funds ownership: 89.28% → 82% (-7.3%)
41% less capital invested
Capital invested by funds: $212M → $125M (-$87.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFFA
ALM First Financial Advisors
Dallas,
Texas
|
+$1.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.48M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$931K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$831K |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$96.4M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$958K |
| 3 |
Bank of New York Mellon
New York
|
-$731K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$553K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$541K |
FMF Hedge Fund Activity: Q4 2024 in Review
79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q4 2024, worth a combined $125M — down 41% from $212M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FMF positions and 13 closed out — a net gain of 8 holders — while 38 added to existing stakes and 16 trimmed.
The largest buyer was ALM First Financial Advisors, adding an estimated $1.61M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $96.4M sold.
- 79 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q4 2024, up from 72 in Q3 2024.
- Funds reported $125M of First Trust Managed Futures Strategy Fund stock for Q4 2024, down 41% quarter-over-quarter.
- 21 funds opened new First Trust Managed Futures Strategy Fund positions in Q4 2024 and 13 closed out, a net change of +8 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q4 2024 was ALM First Financial Advisors, an estimated $1.61M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q4 2024 was Tredje AP-fonden, an estimated $96.4M sold.
Based on aggregated 13F filings for Q4 2024.