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First Trust Managed Futures Strategy Fund
FMF

6 hedge funds and large institutions have $2.46M invested in First Trust Managed Futures Strategy Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $2.19M → $2.46M (+$274K)

3.67% more ownership

Funds ownership: 30.6% → 34.27% (+3.7%)

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$425K
2
WA
WFG Advisors
Texas
+$11.9K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$166K
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$6K

FMF Hedge Fund Activity: Q3 2016 in Review

6 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q3 2016, worth a combined $2.46M — up 13% from $2.19M a quarter earlier.

Fund positioning in FMF was balanced in Q3 2016: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $425K. The largest seller was UBS Group, cutting an estimated $166K.

  • 6 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $2.46M of First Trust Managed Futures Strategy Fund stock for Q3 2016, up 13% quarter-over-quarter.
  • 1 fund opened new First Trust Managed Futures Strategy Fund positions in Q3 2016 and 1 closed out, a net change of 0 holders.
  • The largest First Trust Managed Futures Strategy Fund buyer in Q3 2016 was Envestnet Asset Management, an estimated $425K added.
  • The largest First Trust Managed Futures Strategy Fund seller in Q3 2016 was UBS Group, an estimated $166K sold.

Based on aggregated 13F filings for Q3 2016.