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First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
109 hedge funds and large institutions have $297M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
21% more capital invested
Capital invested by funds: $246M → $297M (+$50.9M)
10% more funds holding
Funds holding: 99 → 109 (+10)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
0.86% more ownership
Funds ownership: 71.79% → 72.65% (+0.86%)
Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
36
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.12M |
| 3 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$7.52M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.35M |
| 5 |
Jane Street
New York
|
+$4.18M |
Top Sellers
| 1 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$7.97M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3.81M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.22M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.82M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$1.47M |
