First Trust Senior Loan Fund ETF
FTSL
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.
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: 14 → 16 (+2)
5% more funds holding
Funds holding: 316 → 331 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.22M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.66M |
| 3 |
Morgan Stanley
New York
|
+$7.48M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.08M |
| 5 |
HTI
Hikari Tsushin Inc
Tokyo,
Japan
|
+$6.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.2M |
| 2 |
Renaissance Technologies
New York
|
-$15.3M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$10.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.47M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WC
351
Waterloo Capital
Austin,
Texas
| – | -$242K | -5,245 | Closed |
|
|
LFAS
352
Level Four Advisory Services
Dallas,
Texas
| – | -$241K | -5,242 | Closed |
|
|
SFPG
353
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$214K | -4,635 | Closed |
|
|
SL
354
Salomon & Ludwin
Richmond,
Virginia
| – | -$49.9K | -1,080 | Closed |
|
|
KFI
355
Key Financial Inc
West Chester,
Pennsylvania
| – | -$46.2K | -1,000 | Closed |
|
356
First Manhattan
New York
| – | -$15.2K | -287 | Closed |
|
357
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$9.98K | -216 | Closed |
|
358
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5.04K | -109 | 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.