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First Trust Senior Loan Fund ETF
FTSL

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: 22 → 35 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309 → 332 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.9M
2
Wells Fargo
Wells Fargo
California
+$52.6M
3
UBS Group
UBS Group
Switzerland
+$36.6M
4
Jane Street
Jane Street
New York
+$34.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$30.8M
2
RCIM
Red Cedar Investment Management
Michigan
-$23.5M
3
DF
Donoghue Forlines
Massachusetts
-$22.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.1M
5
CP
Castleview Partners
Texas
-$9.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
351
SignatureFD
Georgia
– -$106K -2,208 Closed
CFCI
352
Comprehensive Financial Consultants Institutional
Indiana
– -$80K -1,707 Closed
FHA
353
First Horizon Advisors
Tennessee
– -$51K -1,081 Closed
IAG
354
Investmark Advisory Group
Connecticut
– -$49K -1,032 Closed
DWP
355
Destiny Wealth Partners
Florida
– -$22K -454 Closed
WT
356
Whittier Trust
California
– -$19K -400 Closed
TLFA
357
True Link Financial Advisors
California
– -$15K -320 Closed
TWM
358
Tradition Wealth Management
Minnesota
– -$10K -201 Closed
DWMG
359
DB Wealth Management Group
California
– -$3K -63 Closed
CB
360
CNB Bank
Pennsylvania
– -$2K -43 Closed
11 12 13 14
15

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.