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First Trust Short Duration Managed Municipal ETF

12 hedge funds and large institutions have $19M invested in First Trust Short Duration Managed Municipal ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding

Funds holding: 712 (+5)

5% less capital invested

Capital invested by funds: $19.9M → $19M (-$930K)

5.05% less ownership

Funds ownership: 98.74%93.69% (-5.1%)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change

FSMB Hedge Fund Activity: Q1 2019 in Review

12 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust Short Duration Managed Municipal ETF (FSMB) for Q1 2019, worth a combined $19M — down 4.7% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FSMB positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $753K. The largest seller was Royal Bank of Canada, cutting an estimated $1.4M.

  • 12 institutional investors held First Trust Short Duration Managed Municipal ETF (FSMB) as of Q1 2019, up from 7 in Q4 2018.
  • Funds reported $19M of First Trust Short Duration Managed Municipal ETF stock for Q1 2019, down 4.7% quarter-over-quarter.
  • 5 funds opened new First Trust Short Duration Managed Municipal ETF positions in Q1 2019 and 0 closed out, a net change of +5 holders.
  • The largest First Trust Short Duration Managed Municipal ETF buyer in Q1 2019 was Jane Street, an estimated $753K added.
  • The largest First Trust Short Duration Managed Municipal ETF seller in Q1 2019 was Royal Bank of Canada, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2019.