First Trust Senior Loan Fund ETF
FTSL
70 hedge funds and large institutions have $246M invested in First Trust Senior Loan Fund ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
36% more capital invested
Capital invested by funds: $182M → $246M (+$64.9M)
11% more funds holding
Funds holding: 63 → 70 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$28.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.47M |
| 5 |
Morgan Stanley
New York
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.86M |
| 2 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$2.55M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.47M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.1M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
-$879K |
FTSL Hedge Fund Activity: Q4 2015 in Review
70 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2015, worth a combined $246M — up 36% from $182M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FTSL positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $28.6M. The largest seller was First Trust Advisors, cutting an estimated $4.86M.
- 70 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2015, up from 63 in Q3 2015.
- Funds reported $246M of First Trust Senior Loan Fund ETF stock for Q4 2015, up 36% quarter-over-quarter.
- 14 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2015 and 6 closed out, a net change of +8 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2015 was UBS Group, an estimated $28.6M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2015 was First Trust Advisors, an estimated $4.86M sold.
Based on aggregated 13F filings for Q4 2015.