First Trust Senior Loan Fund ETF
FTSL
321 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 36 closing their positions.
2.28% less ownership
Funds ownership: 69.74% → 67.46% (-2.3%)
3% less funds holding
Funds holding: 331 → 321 (-10)
6% less capital invested
Capital invested by funds: $1.58B → $1.48B (-$99.3M)
15% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 137
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
31% less funds holding in top 10
Funds holding in top 10: 16 → 11 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$15.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.8M |
| 3 |
JP Morgan Chase
New York
|
+$6.22M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.14M |
| 5 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$27.1M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$16.8M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$12.6M |
| 5 |
CCIA
Cherry Creek Investment Advisors
Englewood,
Colorado
|
-$8.34M |
FTSL Hedge Fund Activity: Q3 2024 in Review
321 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2024, worth a combined $1.48B — down 6.3% from $1.58B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of FTSL and 30 opened new positions — a net loss of 6 holders — while 137 trimmed existing stakes and 117 added.
The largest buyer was International Assets Investment Management, adding an estimated $15.2M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.
- 321 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2024, down from 331 in Q2 2024.
- Funds reported $1.48B of First Trust Senior Loan Fund ETF stock for Q3 2024, down 6.3% quarter-over-quarter.
- 30 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2024 and 36 closed out, a net change of -6 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $15.2M added.
- The largest First Trust Senior Loan Fund ETF seller in Q3 2024 was Morgan Stanley, an estimated $34.5M sold.
Based on aggregated 13F filings for Q3 2024.