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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
301
Archer Investment Corporation
Indiana
$46.2K
AF
302
Allworth Financial
California
$46.2K
SS
303
SBI Securities
Japan
$36.5K +$36.5K +789 New
DFA
304
DHJJ Financial Advisors
Illinois
$35.8K +$28.2K +611 +377%
T
305
Tidemark
California
$32.8K
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$32.4K +700 New
MIFH
307
Migdal Insurance & Financial Holdings
Israel
$32K -$7.39K -160 -19%
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$30.9K -$96.8K -2,095 -76%
LFG
309
Larson Financial Group
Missouri
$27.7K
BCWM
310
Bartlett & Co Wealth Management
Ohio
$25.2K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$24.6K +$24.5K +531 New
AA
312
AlphaMark Advisors
Kentucky
$24K +$23.8K +515 New
KIM
313
Kestra Investment Management
Texas
$20.4K +$20.4K +441 New
PSFG
314
Park Square Financial Group
Georgia
$20.1K +$20.1K +435 New
ACA
315
Aptus Capital Advisors
Alabama
$18.5K
GWANC
316
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.5K
FHA
317
First Horizon Advisors
Tennessee
$18.1K -$11.8K -256 -40%
RIL
318
Rothschild Investment LLC
Illinois
$16.7K
EB
319
Eastern Bank
Massachusetts
$15.6K
CAM
320
Creekmur Asset Management
Illinois
$15.2K -$2.36K -51 -13%
PB
321
Pinnacle Bancorp
Nebraska
$15.1K +$15.1K +327 New
TSMHT
322
Thurston Springer Miller Herd & Titak
Indiana
$12.8K
MEG
323
Millstone Evans Group
Colorado
$12.8K +$12.8K +276 New
CJ
324
Caitlin John
Michigan
$12.2K -$46 -1 -0.4%
William Blair & Company
325
William Blair & Company
Illinois
$11.5K +$139 +3 +1%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.