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First Trust Senior Loan Fund ETF

261 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 52

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

15% more capital invested

Capital invested by funds: $1.63B → $1.88B (+$245M)

7% more funds holding

Funds holding: 244261 (+17)

1.14% less ownership

Funds ownership: 71.94%70.8% (-1.1%)

Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
157
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
226
Lloyd Advisory Services
Georgia
$186K -$2.68K -56 -1%
MIM
227
MTM Investment Management
South Carolina
$178K +$14.4K +300 +9%
GTAM
228
Global Trust Asset Management
Florida
$154K +$240 +5 +0.2%
FPB
229
First PREMIER Bank
South Dakota
$96K +$95.8K +2,000 New
S
230
SignatureFD
Georgia
$95K +$4.74K +99 +5%
APC
231
Aspire Private Capital
North Carolina
$94K -$55.9K -1,167 -37%
CFD
232
Creative Financial Designs
Indiana
$87K +$51.6K +1,076 +146%
AWA
233
Arkadios Wealth Advisors
Georgia
$85K +$5.99K +125 +8%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$78K +$41.5K +867 +113%
FHA
235
First Horizon Advisors
Tennessee
$72K +$144 +3 +0.2%
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$6.71K +140 +10%
AAP
237
Arax Advisory Partners
Colorado
$63K +$10.2K +213 +19%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$62K +$52.1K +1,088 +508%
US Bancorp
239
US Bancorp
Minnesota
$61K +$8.72K +182 +17%
BHWM
240
Bay Harbor Wealth Management
Maryland
$60K -$23K -480 -28%
BEI
241
Benjamin Edwards Inc
Missouri
$55K
GFPC
242
Global Financial Private Client
Florida
$54.3K
PMFA
243
Plante Moran Financial Advisors
Michigan
$50K
KPCM
244
Kings Point Capital Management
New York
$48K +$47.9K +1,000 New
SFA
245
Semmax Financial Advisors
North Carolina
$45K
LFG
246
Larson Financial Group
Missouri
$38K +$38.1K +796 New
TAM
247
Tucker Asset Management
Colorado
$36.9K +$5.32K +111 +17%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$22K -$3.79K -79 -15%
DWP
249
Destiny Wealth Partners
Florida
$22K +$21.8K +454 New
AF
250
Allworth Financial
California
$21K +$192 +4 +0.9%

FTSL Hedge Fund Activity: Q3 2021 in Review

261 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2021, worth a combined $1.88B — up 15% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTSL positions and 10 closed out — a net gain of 20 holders — while 157 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.3M. The largest seller was Barclays, cutting an estimated $6.4M.

  • 261 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $1.88B of First Trust Senior Loan Fund ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 30 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2021 and 10 closed out, a net change of +20 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2021 was Morgan Stanley, an estimated $35.3M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2021 was Barclays, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2021.