First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
108 hedge funds and large institutions have $321M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
3% more capital invested
Capital invested by funds: $312M → $321M (+$9.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $478K
Holders
108
Holding in Top 10
1
Calls
–
Puts
$478K
Top Buyers
| 1 | +$12M | |
| 2 | +$4.22M | |
| 3 | +$4.22M | |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.9M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$3.64M |
Top Sellers
| 1 | -$10.1M | |
| 2 | -$7.61M | |
| 3 | -$2.28M | |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$1.91M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.72M |