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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
301
Aspire Private Capital
North Carolina
$13.9K
HFA
302
Hershey Financial Advisers
Pennsylvania
$13.8K +$13.9K +302 New
TSMHT
303
Thurston Springer Miller Herd & Titak
Indiana
$12.7K +$12.8K +277 New
CJ
304
Caitlin John
Michigan
$12.3K +$1.34K +29 +12%
William Blair & Company
305
William Blair & Company
Illinois
$11K +$92 +2 +0.8%
CB
306
Chris Bulman
California
$9.74K +$9.82K +213 New
CHC
307
City Holding Co
West Virginia
$9.14K -$13K -282 -59%
GI
308
Gradient Investments
Minnesota
$9.05K +$9.13K +198 New
S
309
Sachetta
Massachusetts
$8.71K -$52.6K -1,141 -86%
1IA
310
1620 Investment Advisors
Massachusetts
$8.18K +$8.25K +179 New
PCM
311
Penserra Capital Management
California
$8K +$369 +8 +5%
RWMG
312
Redwood Wealth Management Group
New Jersey
$7.82K +$7.88K +171 New
BCMLT
313
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.41K +$2.4K +52 +47%
DFA
314
DHJJ Financial Advisors
Illinois
$7.36K +$46 +1 +0.6%
TAM
315
Tucker Asset Management
Colorado
$7.13K +$507 +11 +8%
OWA
316
Opal Wealth Advisors
New York
$6.13K +$6.18K +134 New
PP
317
Pacifica Partners
Canada
$4.4K
CFFP
318
Center for Financial Planning
Michigan
$3.2K
FHC
319
First Heartland Consultants
Missouri
$2.49K +$7.88K +171 +0.3%
AWM
320
AllSquare Wealth Management
New York
$2.19K
Toronto Dominion Bank
321
Toronto Dominion Bank
Ontario, Canada
$1.83K +$922 +20 +100%
SSB
322
Sandy Spring Bank
Maryland
$1.78K
PA
323
Parallel Advisors
California
$1.23K +$1.25K +27 New
BNP Paribas Financial Markets
324
BNP Paribas Financial Markets
France
$1.14K -$909K -19,723 -100%
TFGT
325
TS Financial Group (TSFG)
Illinois
$1K

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.