First Trust Senior Loan Fund ETF
FTSL
31 hedge funds and large institutions have $76.5M invested in First Trust Senior Loan Fund ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 2 closing their positions.
533% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
39% more capital invested
Capital invested by funds: $55.2M → $76.5M (+$21.3M)
15% more funds holding
Funds holding: 27 → 31 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.89M |
| 2 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$2.78M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$2.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$430K |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$324K |
| 3 |
Jane Street
New York
|
-$163K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Regal Investment Advisors
Kentwood,
Michigan
| $75K | +$74.6K | +1,500 | New |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $25K | +$15.4K | +310 | +155% |
|
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $12K | -$12.4K | -250 | -50% |
|
29
Citigroup
New York
| $8K | – | – | – |
|
|
NES
30
New England Securities
New York
| $6K | +$5.97K | +120 | New |
|
31
Ameriprise
Minneapolis,
Minnesota
| $3K | +$3.48K | +70 | New |
|
|
PFS
32
Prospera Financial Services
Dallas,
Texas
| – | -$430K | -8,664 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$8K | -162 | Closed |
|
FTSL Hedge Fund Activity: Q1 2014 in Review
31 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2014, worth a combined $76.5M — up 39% from $55.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FTSL positions and 2 closed out — a net gain of 4 holders — while 19 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $430K sold.
- 31 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2014, up from 27 in Q4 2013.
- Funds reported $76.5M of First Trust Senior Loan Fund ETF stock for Q1 2014, up 39% quarter-over-quarter.
- 6 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2014 and 2 closed out, a net change of +4 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q1 2014 was Morgan Stanley, an estimated $2.89M added.
- The largest First Trust Senior Loan Fund ETF seller in Q1 2014 was Prospera Financial Services, an estimated $430K sold.
Based on aggregated 13F filings for Q1 2014.