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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
NS
351
NBC Securities
Alabama
$171 -$170K -3,678 -100%
AWM
352
Avior Wealth Management
Nebraska
$100
HNW
353
High Note Wealth
Minnesota
$53 +$46 +1 New
HNB
354
Huntington National Bank
Ohio
$46
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
-$9.78M -213,123 Closed
OMC
356
Old Mission Capital
Illinois
-$7.9M -172,207 Closed
Jane Street
357
Jane Street
New York
-$5.79M -126,138 Closed
VWA
358
Visionary Wealth Advisors
Illinois
-$2.43M -53,061 Closed
FTUS
359
Flow Traders U.S.
New York
-$1.53M -33,350 Closed
Citadel Advisors
360
Citadel Advisors
Florida
-$1.2M -26,106 Closed
TC
361
TAP Consulting
Missouri
-$1.03M -22,457 Closed
SSA
362
Schonfeld Strategic Advisors
New York
-$807K -17,591 Closed
EMAM
363
Encompass More Asset Management
California
-$507K -11,054 Closed
NCFG
364
New Century Financial Group
New Jersey
-$368K -8,009 Closed
HF
365
HRT Financial
New York
-$322K -7,038 Closed
LCGC
366
Legacy Capital Group California
California
-$284K -6,179 Closed
AWA
367
Acorn Wealth Advisors
Michigan
-$257K -5,591 Closed
GC
368
Grimes & Company
Massachusetts
-$226K -4,923 Closed
FPWM
369
FSB Premier Wealth Management
Iowa
-$201K -4,384 Closed
SI
370
Saxon Interests
Texas
-$200K -4,368 Closed
GJWM
371
Gilliland Jeter Wealth Management
Arkansas
-$57.2K -1,247 Closed
WI
372
Wintrust Investments
Illinois
-$36K -788 Closed
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
-$33K -720 Closed
BTI
374
Blue Trust Inc
Georgia
-$15.2K -332 Closed
APC
375
Aspire Private Capital
North Carolina
-$14K -305 Closed

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.