First Trust Managed Futures Strategy Fund
FMF
12 hedge funds and large institutions have $6.61M invested in First Trust Managed Futures Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
325% more capital invested
Capital invested by funds: $1.56M → $6.61M (+$5.05M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
30.86% more ownership
Funds ownership: 12.83% → 43.69% (+31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$930K |
| 3 |
LPL Financial
San Diego,
California
|
+$38.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$28.6K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$5.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$5K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$147 |
FMF Hedge Fund Activity: Q3 2018 in Review
12 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q3 2018, worth a combined $6.61M — up 325% from $1.56M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FMF positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.8M. The largest seller was Bay Colony Advisors, exiting entirely with an estimated $5K sold.
- 12 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q3 2018, up from 8 in Q2 2018.
- Funds reported $6.61M of First Trust Managed Futures Strategy Fund stock for Q3 2018, up 325% quarter-over-quarter.
- 5 funds opened new First Trust Managed Futures Strategy Fund positions in Q3 2018 and 1 closed out, a net change of +4 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q3 2018 was Envestnet Asset Management, an estimated $3.8M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q3 2018 was Bay Colony Advisors, an estimated $5K sold.
Based on aggregated 13F filings for Q3 2018.