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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
NMG
326
New Millennium Group
Utah
$823 +$830 +18 New
WT
327
Washington Trust
Rhode Island
$731 -$23.3K -506 -97%
FIM
328
FWL Investment Management
Texas
$320
Fidelity Investments
329
Fidelity Investments
Massachusetts
$183 +$138 +3 +300%
AWM
330
Avior Wealth Management
Nebraska
$100
TRCT
331
Tower Research Capital (TRC)
New York
$91 -$2.35K -51 -96%
HNB
332
Huntington National Bank
Ohio
$46
GAA
333
Global Assets Advisory
Florida
-$10.3M -476,116 Closed
Ameriprise
334
Ameriprise
Minnesota
-$3.56M -77,032 Closed
HIC
335
Hartline Investment Corp
Illinois
-$1.52M -32,988 Closed
SWP
336
Significant Wealth Partners
Illinois
-$742K -16,060 Closed
MMA
337
Miracle Mile Advisors
California
-$712K -15,410 Closed
CWM
338
Capital Wealth Management
Rhode Island
-$548K -11,860 Closed
FGA
339
Fortis Group Advisors
New Jersey
-$496K -10,730 Closed
LNC
340
Lincoln National Corp
Pennsylvania
-$488K -10,562 Closed
VIM
341
Vista Investment Management
Pennsylvania
-$476K -10,305 Closed
TA
342
TruWealth Advisors
Louisiana
-$454K -9,823 Closed
EFA
343
Edge Financial Advisors
Illinois
-$444K -9,610 Closed
FT
344
Fiduciary Trust
Massachusetts
-$390K -8,437 Closed
Wealthfront Advisers
345
Wealthfront Advisers
California
-$377K -8,168 Closed
ECA
346
Elevated Capital Advisors
Utah
-$325K -7,038 Closed
1W
347
1776 Wealth
Georgia
-$323K -6,986 Closed
LSA
348
Lion Street Advisors
Texas
-$314K -6,813 Closed
Susquehanna International Group
349
Susquehanna International Group
Pennsylvania
-$303K -6,567 Closed
AA
350
Apriem Advisors
California
-$245K -5,300 Closed

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.