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First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
99 hedge funds and large institutions have $246M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
29% more capital invested
Capital invested by funds: $191M → $246M (+$54.8M)
14% more funds holding
Funds holding: 87 → 99 (+12)
4.85% more ownership
Funds ownership: 66.94% → 71.79% (+4.8%)
Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
38
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
+$30.3M |
| 2 |
Morgan Stanley
New York
|
+$20.1M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.57M |
| 4 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$6.19M |
| 5 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$2.24M |
Top Sellers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$9.56M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.1M |
| 3 |
Jane Street
New York
|
-$2.02M |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$2.01M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$1.48M |
