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First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
118 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3% more capital invested
Capital invested by funds: $332M → $341M (+$9.23M)
0.56% more ownership
Funds ownership: 80.35% → 80.91% (+0.56%)
0% more funds holding
Funds holding: 118 → 118 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 45
Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
40
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
Jane Street
New York
|
+$2.87M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.64M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.1M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$1.09M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$215K | -10,829 | Closed |
|
|
AFP
127
Ausdal Financial Partners
Davenport,
Iowa
| – | -$215K | -10,818 | Closed |
|
|
BFEC
128
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$156K | -7,887 | Closed |
|