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First Trust Senior Loan Fund ETF

332 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 83

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309332 (+23)

0.96% less ownership

Funds ownership: 72.29%71.33% (-0.96%)

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
83
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
251
CreativeOne Wealth
Kansas
$398K +$10.2K +215 +3%
PA
252
PFG Advisors
Arizona
$396K +$77.2K +1,627 +24%
HAS
253
HBW Advisory Services
California
$393K -$573K -12,063 -59%
ZIMP
254
Zimmermann Investment Management & Planning
Pennsylvania
$393K +$396K +8,349 New
WP
255
WealthSource Partners
California
$381K +$384K +8,094 New
OWA
256
Opal Wealth Advisors
New York
$380K +$384K +8,082 New
FA
257
Faithward Advisors
Pennsylvania
$379K -$22.7K -478 -6%
ATC
258
Argent Trust Co
Tennessee
$376K
FA
259
FC Advisory
Pennsylvania
$370K +$374K +7,871 New
SS
260
Simplicity Solutions
Minnesota
$359K +$362K +7,636 New
SOS
261
Silver Oak Securities
Tennessee
$355K +$356K +7,496 New
CA
262
Calton & Associates
Florida
$348K +$570 +12 +0.2%
CA
263
Cambridge Advisors
Nebraska
$348K +$22.3K +470 +7%
HH
264
Hilltop Holdings
Texas
$347K -$19.7K -414 -5%
AIC
265
Archer Investment Corporation
Indiana
$347K +$88.8K +1,870 +34%
BCI
266
Brinker Capital Investments
Pennsylvania
$346K
1W
267
1776 Wealth
Georgia
$329K
OCM
268
Objective Capital Management
Ohio
$324K +$99.7K +2,100 +44%
MWM
269
Maripau Wealth Management
Indiana
$323K +$40K +843 +14%
VAG
270
VisionPoint Advisory Group
Texas
$320K -$12.9K -272 -4%
WI
271
Wintrust Investments
Illinois
$319K -$88.6K -1,866 -22%
BAM
272
Belpointe Asset Management
Nevada
$305K +$162K +3,423 +112%
State of Tennessee, Department of Treasury
273
State of Tennessee, Department of Treasury
Tennessee
$297K -$42.3K -890 -12%
CAP
274
Columbia Advisory Partners
Washington
$287K -$36.7K -773 -11%
NA
275
Nottingham Advisors
New York
$280K +$35.6K +750 +14%

FTSL Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2022, worth a combined $2.66B — up 20% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTSL positions and 27 closed out — a net gain of 26 holders — while 168 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.9M. The largest seller was First Trust Advisors, cutting an estimated $30.8M.

  • 332 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2022, up from 309 in Q4 2021.
  • Funds reported $2.66B of First Trust Senior Loan Fund ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 53 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2022 and 27 closed out, a net change of +26 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.9M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2022 was First Trust Advisors, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2022.