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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$77K
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$69K -$3.09K -65 -4%
APC
303
Aspire Private Capital
North Carolina
$64K -$12.9K -271 -17%
BHWM
304
Bay Harbor Wealth Management
Maryland
$51K
US Bancorp
305
US Bancorp
Minnesota
$51K
PMFA
306
Plante Moran Financial Advisors
Michigan
$49K
KPCM
307
Kings Point Capital Management
New York
$46K
SFA
308
Semmax Financial Advisors
North Carolina
$44K
FAG
309
Fortitude Advisory Group
Washington
$43K +$1.38K +29 +3%
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$38K +$16.2K +342 +74%
TAM
311
Tucker Asset Management
Colorado
$35.4K -$5.17K -109 -13%
AF
312
Advisornet Financial
Minnesota
$27K +$15.4K +324 +132%
GRP
313
Global Retirement Partners
California
$26K +$27.9K +587 New
GFPC
314
Global Financial Private Client
Florida
$21.7K
GA
315
GoalVest Advisory
New York
$18K +$18K +380 New
HI
316
Hoey Investments
Pennsylvania
$11K
IF
317
Integrity Financial
Wyoming
$11K
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K +$11.3K +237 New
LFG
319
Larson Financial Group
Missouri
$9K -$28.5K -600 -75%
AIP
320
Ahrens Investment Partners
Louisiana
$5K
PP
321
Pacifica Partners
Canada
$5K
Simplex Trading
322
Simplex Trading
Illinois
$4K -$522 -11 -11%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$3.96K +$3.99K +84 New
SLWA
324
San Luis Wealth Advisors
California
$3K +$2.66K +56 New
SCA
325
Stonebridge Capital Advisors
Minnesota
$3K +$3.23K +68 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.