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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$10.5M +$1.57M +34,094 +17%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.3M +$1.72M +37,212 +20%
PFS
28
Prospera Financial Services
Texas
$9.17M +$3.55M +76,967 +62%
CCIA
29
Cherry Creek Investment Advisors
Colorado
$8.34M -$68.1K -1,477 -0.8%
PCM
30
Presidio Capital Management
California
$8.26M +$126K +2,732 +2%
RA
31
RFG Advisory
Alabama
$8.13M +$558K +12,101 +7%
BCM
32
Brookstone Capital Management
Illinois
$7.64M +$7.08M +153,639 +1,312%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$7.58M +$557K +12,081 +8%
NP
34
Nilsine Partners
Colorado
$6.77M +$134K +2,911 +2%
CPIG
35
Chicago Partners Investment Group
Illinois
$6.58M +$266K +5,776 +4%
Renaissance Technologies
36
Renaissance Technologies
New York
$6.29M -$15.3M -331,500 -71%
EWM
37
Empirical Wealth Management
Washington
$6.25M -$49.9K -1,082 -0.8%
LSPW
38
Lake Street Private Wealth
Illinois
$6.21M +$123K +2,669 +2%
RVPG
39
Relative Value Partners Group
$6.21M +$6.27M +135,934 New
LHA
40
Little Harbor Advisors
Massachusetts
$6.06M
HighTower Advisors
41
HighTower Advisors
Illinois
$5.95M +$1.24M +26,823 +26%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$5.89M +$242K +5,251 +4%
RA
43
RiverTree Advisors
Florida
$5.75M -$66.3K -1,439 -1%
LIG
44
Lokken Investment Group
Delaware
$5.73M -$92K -1,995 -2%
SPIA
45
Steward Partners Investment Advisory
New York
$5.73M +$236K +5,108 +4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$5.71M +$1.39M +30,172 +32%
MHB
47
Midwest Heritage Bank
Iowa
$5.55M +$253K +5,479 +5%
CIA
48
Concurrent Investment Advisors
Florida
$5.52M +$2.68M +58,193 +93%
RFWA
49
RPg Family Wealth Advisory
Massachusetts
$5.49M -$164K -3,554 -3%
AWM
50
Accel Wealth Management
Iowa
$5.32M -$277K -5,998 -5%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.