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First Trust Managed Futures Strategy Fund
FMF

17 hedge funds and large institutions have $11.6M invested in First Trust Managed Futures Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

111.45% more ownership

Funds ownership: 65.8% → 177.25% (+111%)

106% more capital invested

Capital invested by funds: $5.64M → $11.6M (+$5.96M)

89% more funds holding

Funds holding: 9 → 17 (+8)

Holders
17
Holders Change
+8
Holders Change %
+88.89%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.48M
2
SF
Synovus Financial
Georgia
+$1.48M
3
Jane Street
Jane Street
New York
+$758K
4
AWM
AE Wealth Management
Kansas
+$479K
5
SS
Simplicity Solutions
Minnesota
+$478K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.42M +$4.48M +104,360 +245%
SF
2
Synovus Financial
Georgia
$1.5M +$1.48M +34,482 New
Jane Street
3
Jane Street
New York
$772K +$758K +17,679 New
LPL Financial
4
LPL Financial
California
$508K +$186K +4,329 +59%
SS
5
Simplicity Solutions
Minnesota
$487K +$478K +11,144 New
AWM
6
AE Wealth Management
Kansas
$487K +$479K +11,160 New
CFGS
7
Concourse Financial Group Securities
Alabama
$319K +$313K +7,306 New
FAAS
8
First Allied Advisory Services
California
$269K +$264K +6,152 New
Osaic Holdings
9
Osaic Holdings
Arizona
$265K +$261K +6,079 New
DADC
10
D.A. Davidson & Co
Montana
$205K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$190K +$30.2K +704 +19%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$152K +$149K +3,476 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
IA
14
IFP Advisors
Florida
$8K – – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$7K – – –
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.15K +120 New
LAS
17
Lloyd Advisory Services
Georgia
$4K +$4.33K +101 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$3.11M -72,571 Closed

FMF Hedge Fund Activity: Q1 2020 in Review

17 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q1 2020, worth a combined $11.6M — up 106% from $5.64M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMF positions and 1 closed out — a net gain of 9 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.48M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.11M sold.

  • 17 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q1 2020, up from 9 in Q4 2019.
  • Funds reported $11.6M of First Trust Managed Futures Strategy Fund stock for Q1 2020, up 106% quarter-over-quarter.
  • 10 funds opened new First Trust Managed Futures Strategy Fund positions in Q1 2020 and 1 closed out, a net change of +9 holders.
  • The largest First Trust Managed Futures Strategy Fund buyer in Q1 2020 was Envestnet Asset Management, an estimated $4.48M added.
  • The largest First Trust Managed Futures Strategy Fund seller in Q1 2020 was Susquehanna International Group, an estimated $3.11M sold.

Based on aggregated 13F filings for Q1 2020.