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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
HIA
276
Harbor Investment Advisory
Maryland
$267K
PFG
277
Peterson Financial Group
Iowa
$266K -$16.3K -343 -6%
AA
278
Auxano Advisors
Washington
$263K +$26.6K +560 +11%
BFS
279
Bickling Financial Services
Massachusetts
$262K +$2.42K +51 +0.9%
PIA
280
Pinion Investment Advisors
Kansas
$260K +$262K +5,519 New
CAM
281
Concorde Asset Management
Michigan
$259K -$61K -1,286 -19%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$248K +$45K +947 +22%
DWT
283
Dorsey & Whitney Trust
South Dakota
$247K
VCP
284
Verus Capital Partners
Arizona
$242K +$247K +5,201 New
KFC
285
Klingenstein Fields & Co
New York
$235K
CIBC World Market
286
CIBC World Market
Ontario, Canada
$230K +$1.85K +39 +0.8%
SEA
287
Stegent Equity Advisors
Texas
$221K
TCA
288
Transcend Capital Advisors
New Jersey
$216K +$5.65K +119 +3%
CTFG
289
Capstone Triton Financial Group
Oklahoma
$211K +$213K +4,481 New
CFAM
290
Center For Asset Management
Florida
$205K -$62.3K -1,312 -23%
FPB
291
First PREMIER Bank
South Dakota
$192K +$53.6K +1,130 +38%
EDRH
292
Edmond de Rothschild Holding
Switzerland
$188K -$66.5K -1,400 -26%
LAS
293
Lloyd Advisory Services
Georgia
$176K -$8.5K -179 -5%
MIM
294
MTM Investment Management
South Carolina
$175K
HWM
295
Holloway Wealth Management
Florida
$169K
GTAM
296
Global Trust Asset Management
Florida
$152K +$237 +5 +0.2%
CFD
297
Creative Financial Designs
Indiana
$148K +$26.3K +553 +21%
HWA
298
HHM Wealth Advisors
Tennessee
$127K -$73K -1,538 -36%
AAP
299
Arax Advisory Partners
Colorado
$107K +$50.1K +1,055 +86%
ACA
300
Aptus Capital Advisors
Alabama
$102K +$103K +2,177 New

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.