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First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
130 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
21% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 39
9% more funds holding
Funds holding: 119 → 130 (+11)
7% more capital invested
Capital invested by funds: $318M → $341M (+$22.7M)
0.63% more ownership
Funds ownership: 79% → 79.63% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
47
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.29M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.77M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.32M |
| 4 |
PP
PFS Partners
Mine Hill,
New Jersey
|
+$2.21M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.75M |
