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First Trust Short Duration Managed Municipal ETF

18 hedge funds and large institutions have $9.93M invested in First Trust Short Duration Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

38% more funds holding

Funds holding: 1318 (+5)

16% more capital invested

Capital invested by funds: $8.59M → $9.93M (+$1.35M)

1.92% less ownership

Funds ownership: 44.13%42.21% (-1.9%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change

FSMB Hedge Fund Activity: Q4 2019 in Review

18 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust Short Duration Managed Municipal ETF (FSMB) for Q4 2019, worth a combined $9.93M — up 16% from $8.59M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FSMB positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.44M. The largest seller was Citigroup, exiting entirely with an estimated $2.77M sold.

  • 18 institutional investors held First Trust Short Duration Managed Municipal ETF (FSMB) as of Q4 2019, up from 13 in Q3 2019.
  • Funds reported $9.93M of First Trust Short Duration Managed Municipal ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 7 funds opened new First Trust Short Duration Managed Municipal ETF positions in Q4 2019 and 2 closed out, a net change of +5 holders.
  • The largest First Trust Short Duration Managed Municipal ETF buyer in Q4 2019 was Flow Traders U.S., an estimated $2.44M added.
  • The largest First Trust Short Duration Managed Municipal ETF seller in Q4 2019 was Citigroup, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2019.