First Trust Senior Loan Fund ETF
FTSL
27 hedge funds and large institutions have $55.2M invested in First Trust Senior Loan Fund ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
63% more capital invested
Capital invested by funds: $33.8M → $55.2M (+$21.4M)
35% more funds holding
Funds holding: 20 → 27 (+7)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$14.1M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.62M |
| 3 |
Jane Street
New York
|
+$1.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.26M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$583K |
Top Sellers
| 1 |
Citigroup
New York
|
-$174K |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$137K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$64K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$58.9K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$24.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citigroup
New York
| $8K | -$174K | -3,513 | -96% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $8K | +$7.03K | +142 | +710% |
|
|
RIA
28
Regal Investment Advisors
Kentwood,
Michigan
| – | -$64K | -1,300 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | -$3K | -66 | Closed |
|
FTSL Hedge Fund Activity: Q4 2013 in Review
27 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2013, worth a combined $55.2M — up 63% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTSL positions and 2 closed out — a net gain of 8 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Citigroup, cutting an estimated $174K.
- 27 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2013, up from 20 in Q3 2013.
- Funds reported $55.2M of First Trust Senior Loan Fund ETF stock for Q4 2013, up 63% quarter-over-quarter.
- 10 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2013 and 2 closed out, a net change of +8 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2013 was Morgan Stanley, an estimated $14.1M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2013 was Citigroup, an estimated $174K sold.
Based on aggregated 13F filings for Q4 2013.