First Trust Managed Futures Strategy Fund
FMF
45 hedge funds and large institutions have $40.1M invested in First Trust Managed Futures Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 3 closing their positions.
420% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 5
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
18% more capital invested
Capital invested by funds: $34M → $40.1M (+$6.09M)
15% more funds holding
Funds holding: 39 → 45 (+6)
0.34% more ownership
Funds ownership: 67.82% → 68.16% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.19M |
| 2 |
SG
StoneX Group
New York
|
+$895K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$747K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$518K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$438K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$137K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$23.8K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$7.57K |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$6.75K |
FMF Hedge Fund Activity: Q2 2021 in Review
45 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q2 2021, worth a combined $40.1M — up 18% from $34M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FMF positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $438K sold.
- 45 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q2 2021, up from 39 in Q1 2021.
- Funds reported $40.1M of First Trust Managed Futures Strategy Fund stock for Q2 2021, up 18% quarter-over-quarter.
- 9 funds opened new First Trust Managed Futures Strategy Fund positions in Q2 2021 and 3 closed out, a net change of +6 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q2 2021 was LPL Financial, an estimated $1.19M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q2 2021 was Citadel Advisors, an estimated $438K sold.
Based on aggregated 13F filings for Q2 2021.