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First Trust Short Duration Managed Municipal ETF

12 hedge funds and large institutions have $16.4M invested in First Trust Short Duration Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

8.93% less ownership

Funds ownership: 93.69%84.77% (-8.9%)

14% less capital invested

Capital invested by funds: $19M → $16.4M (-$2.57M)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change

FSMB Hedge Fund Activity: Q2 2019 in Review

12 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in First Trust Short Duration Managed Municipal ETF (FSMB) for Q2 2019, worth a combined $16.4M — down 14% from $19M a quarter earlier.

Fund positioning in FSMB was balanced in Q2 2019: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 5 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $200K. The largest seller was Royal Bank of Canada, cutting an estimated $845K.

  • 12 institutional investors held First Trust Short Duration Managed Municipal ETF (FSMB) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $16.4M of First Trust Short Duration Managed Municipal ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 1 fund opened new First Trust Short Duration Managed Municipal ETF positions in Q2 2019 and 1 closed out, a net change of 0 holders.
  • The largest First Trust Short Duration Managed Municipal ETF buyer in Q2 2019 was LVZ Inc, an estimated $200K added.
  • The largest First Trust Short Duration Managed Municipal ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $845K sold.

Based on aggregated 13F filings for Q2 2019.