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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
AWM
326
AllSquare Wealth Management
New York
$2K
AA
327
AlphaMark Advisors
Kentucky
$2K
Fidelity Investments
328
Fidelity Investments
Massachusetts
$2K +$1.85K +39 New
BEI
329
Benjamin Edwards Inc
Missouri
$1K -$46K -968 -98%
CWA
330
Clearview Wealth Advisors
Oregon
$1K -$4.51K -95 -88%
TFGT
331
TS Financial Group (TSFG)
Illinois
$1K
NDSI
332
Newman Dignan & Sheerar Inc
Rhode Island
$710 +$716K +15,093 New
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$47 -$991K -20,867 -100%
RCIM
334
Red Cedar Investment Management
Michigan
-$23.5M -489,830 Closed
DF
335
Donoghue Forlines
Massachusetts
-$22.6M -472,320 Closed
Renaissance Technologies
336
Renaissance Technologies
New York
-$5.06M -105,519 Closed
GLA
337
Good Life Advisors
Pennsylvania
-$3.18M -66,440 Closed
SFS
338
Sowell Financial Services
Arkansas
-$1.27M -26,414 Closed
MCM
339
MAI Capital Management
Ohio
-$487K -10,170 Closed
BWM
340
BlackDiamond Wealth Management
New York
-$412K -8,591 Closed
FPWM
341
FSB Premier Wealth Management
Iowa
-$335K -6,993 Closed
AA
342
Advisory Alpha
Michigan
-$304K -6,334 Closed
Cerity Partners
343
Cerity Partners
New York
-$298K -6,205 Closed
CCM
344
Crabel Capital Management
California
-$262K -5,474 Closed
BAS
345
Brown Advisory Securities
Maryland
-$254K -5,280 Closed
PMG
346
ProVise Management Group
Florida
-$247K -5,144 Closed
IF
347
Intrua Financial
Texas
-$240K -5,015 Closed
BWP
348
BSW Wealth Partners
Colorado
-$221K -4,613 Closed
ARC
349
Advisor Resource Council
Texas
-$217K -4,522 Closed
Franklin Resources
350
Franklin Resources
California
-$124K -2,585 Closed

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.