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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
AF
251
Advisornet Financial
Minnesota
$12K +$1.97K +41 +20%
HI
252
Hoey Investments
Pennsylvania
$11K
TWM
253
Tradition Wealth Management
Minnesota
$10K
CCM
254
Covington Capital Management
California
$8K +$7.86K +164 New
HFS
255
Horizon Financial Services
North Carolina
$7K -$351K -7,320 -98%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$5K -$30K -627 -86%
PP
257
Pacifica Partners
Canada
$5K
CWA
258
Clearview Wealth Advisors
Oregon
$5K +$96 +2 +2%
AA
259
AlphaMark Advisors
Kentucky
$4K
DWMG
260
DB Wealth Management Group
California
$3K
AWM
261
AllSquare Wealth Management
New York
$2K
TFGT
262
TS Financial Group (TSFG)
Illinois
$1K
Jane Street
263
Jane Street
New York
-$2.69M -55,963 Closed
JWCA
264
J.W. Cole Advisors
Florida
-$427K -8,884 Closed
MNBTD
265
Moody National Bank Trust Division
Texas
-$225K -4,677 Closed
AA
266
Advisory Alpha
Michigan
-$207K -4,315 Closed
WP
267
WealthShield Partners
North Carolina
-$186K -3,868 Closed
SB
268
Strategic Blueprint
Georgia
-$75K -1,566 Closed
ARMC
269
American Research & Management Company
Massachusetts
-$25K -520 Closed
LC
270
Lindbrook Capital
California
-$24K -500 Closed
Fidelity Investments
271
Fidelity Investments
Massachusetts
-$15K -323 Closed
BFA
272
Brendel Financial Advisors
New Hampshire
-$14K -300 Closed

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.