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First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
121 hedge funds and large institutions have $417M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
38% more capital invested
Capital invested by funds: $302M → $417M (+$115M)
25.08% more ownership
Funds ownership: 76.47% → 101.55% (+25%)
8% more funds holding
Funds holding: 112 → 121 (+9)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
41
Reduced
43
Closed
12
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$90.3M |
| 2 |
PP
PFS Partners
Mine Hill,
New Jersey
|
+$11.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4M |
| 5 |
JP Morgan Chase
New York
|
+$2.82M |
