First Trust Managed Futures Strategy Fund
FMF
43 hedge funds and large institutions have $48M invested in First Trust Managed Futures Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
20% more capital invested
Capital invested by funds: $40.1M → $48M (+$7.96M)
1.26% more ownership
Funds ownership: 68.16% → 69.42% (+1.3%)
4% less funds holding
Funds holding: 45 → 43 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$1.24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$740K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$565K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$491K |
| 2 |
Jane Street
New York
|
-$426K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$191K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$95K |
| 5 |
SG
StoneX Group
New York
|
-$62.1K |
FMF Hedge Fund Activity: Q3 2021 in Review
43 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q3 2021, worth a combined $48M — up 20% from $40.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FMF and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 22 added.
The largest buyer was Choice Wealth Advisors, opening a new position worth an estimated $1.24M. The largest seller was V Wealth Advisors, exiting entirely with an estimated $491K sold.
- 43 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q3 2021, down from 45 in Q2 2021.
- Funds reported $48M of First Trust Managed Futures Strategy Fund stock for Q3 2021, up 20% quarter-over-quarter.
- 4 funds opened new First Trust Managed Futures Strategy Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest First Trust Managed Futures Strategy Fund buyer in Q3 2021 was Choice Wealth Advisors, an estimated $1.24M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q3 2021 was V Wealth Advisors, an estimated $491K sold.
Based on aggregated 13F filings for Q3 2021.