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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Purus Wealth Management
California
$396K -$57.9K -1,252 -13%
KWA
227
Kingswood Wealth Advisors
California
$389K +$15.5K +335 +4%
BMC
228
Beaton Management Company
Massachusetts
$388K +$388K +8,400 New
AWM
229
Apollon Wealth Management
South Carolina
$387K -$149K -3,234 -28%
IAIM
230
International Assets Investment Management
Florida
$376K -$15.3M -331,651 -98%
BCA
231
Bay Colony Advisors
Massachusetts
$364K -$7.07K -153 -2%
GWM
232
Gray Wealth Management
Maine
$362K +$39.1K +846 +12%
WS
233
Wedbush Securities
California
$361K +$7.58K +164 +2%
AAP
234
Arax Advisory Partners
Colorado
$358K +$125K +2,698 +53%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$355K -$121K -2,626 -25%
CAG
236
Csenge Advisory Group
Florida
$352K +$40.8K +882 +13%
DFG
237
Delta Financial Group
New Jersey
$352K
BAM
238
Belpointe Asset Management
Nevada
$340K +$3.7K +80 +1%
CCM
239
Chiron Capital Management
Florida
$336K +$46.2K +1,000 +16%
PA
240
PFG Advisors
Arizona
$335K -$555 -12 -0.2%
MCM
241
Mainstay Capital Management
Michigan
$333K +$22.8K +493 +7%
CFD
242
Creative Financial Designs
Indiana
$331K +$17.5K +378 +6%
IA
243
IFG Advisory
Georgia
$329K +$329K +7,117 New
ATC
244
Argent Trust Co
Tennessee
$324K
CAP
245
Columbia Advisory Partners
Washington
$323K
PWS
246
Proactive Wealth Strategies
Georgia
$310K +$5.59K +121 +2%
CWM
247
Congress Wealth Management
Massachusetts
$305K -$1.85K -40 -0.6%
AI
248
Atria Investments
North Carolina
$305K -$23K -497 -7%
WCM
249
Winebrenner Capital Management
Kentucky
$305K +$305K +6,591 New
WWA
250
Wealth Watch Advisors
Colorado
$303K +$303K +6,553 New

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.