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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
226
Bay Colony Advisors
Massachusetts
$350K -$1.17M -25,320 -77%
MWM
227
Meridian Wealth Management
Kentucky
$348K +$351K +7,616 New
DFG
228
Delta Financial Group
New Jersey
$348K
PA
229
PFG Advisors
Arizona
$345K +$32.7K +709 +10%
IWA
230
Inspirion Wealth Advisors
Illinois
$337K -$39K -846 -10%
FH
231
FWG Holdings
Florida
$330K -$262K -5,690 -44%
ATC
232
Argent Trust Co
Tennessee
$320K
GWM
233
Gray Wealth Management
Maine
$319K -$3.69K -80 -1%
NB
234
NBT Bank
New York
$312K -$18.7K -406 -6%
CF
235
Centaurus Financial
California
$312K +$93.8K +2,035 +42%
MCM
236
Mainstay Capital Management
Michigan
$307K +$310K +6,719 New
CWM
237
Congress Wealth Management
Massachusetts
$305K +$308K +6,676 New
CAP
238
Columbia Advisory Partners
Washington
$305K -$28.2K -612 -8%
SEP
239
Southland Equity Partners
Missouri
$304K -$11.1K -240 -3%
PWM
240
Perigon Wealth Management
California
$302K +$78.6K +1,704 +35%
IWM
241
IHT Wealth Management
Illinois
$296K +$299K +6,484 New
AO
242
Advisor OS
Illinois
$296K +$50.1K +1,087 +20%
WI
243
Wintrust Investments
Illinois
$291K +$2.08K +45 +0.7%
IWC
244
Integrated Wealth Concepts
Massachusetts
$289K +$10.4K +225 +4%
CCM
245
Chiron Capital Management
Florida
$287K
SFG
246
SevenBridge Financial Group
Pennsylvania
$285K
IA
247
Insight Advisors
Pennsylvania
$283K -$46.1K -1,000 -14%
CFD
248
Creative Financial Designs
Indiana
$280K -$85.1K -1,846 -23%
SIM
249
Seaview Investment Managers
Florida
$272K +$70.7K +1,533 +35%
HH
250
Hilltop Holdings
Texas
$271K -$4.66K -101 -2%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.