First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
105 hedge funds and large institutions have $312M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
3% less funds holding
Funds holding: 108 → 105 (-3)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Holders
105
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$13M | |
| 2 | +$5.71M | |
| 3 | +$4.75M | |
| 4 |
LPL Financial
San Diego,
California
|
+$4.06M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.98M |
Top Sellers
| 1 | -$10.6M | |
| 2 | -$4.2M | |
| 3 | -$2.48M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.7M |
| 5 |
SG
StoneX Group
New York
|
-$1.47M |