First Trust Senior Loan Fund ETF
FTSL
222 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 47 reducing their positions, and 12 closing their positions.
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
147% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 47
50% more capital invested
Capital invested by funds: $779M → $1.16B (+$386M)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
14% more funds holding
Funds holding: 195 → 222 (+27)
8.47% more ownership
Funds ownership: 58.71% → 67.18% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$45.8M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$39.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$32.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$14.6M |
| 2 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$12.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$11.5M |
| 4 |
AO
Advisor OS
Chicago,
Illinois
|
-$10.5M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$5.84M |
FTSL Hedge Fund Activity: Q1 2021 in Review
222 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2021, worth a combined $1.16B — up 50% from $779M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FTSL positions and 12 closed out — a net gain of 30 holders — while 116 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.6M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $14.6M sold.
- 222 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2021, up from 195 in Q4 2020.
- Funds reported $1.16B of First Trust Senior Loan Fund ETF stock for Q1 2021, up 50% quarter-over-quarter.
- 42 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2021 and 12 closed out, a net change of +30 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q1 2021 was Morgan Stanley, an estimated $53.6M added.
- The largest First Trust Senior Loan Fund ETF seller in Q1 2021 was Ensign Peak Advisors, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2021.