First Trust Senior Loan Fund ETF
FTSL
47 hedge funds and large institutions have $97.9M invested in First Trust Senior Loan Fund ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
5% more capital invested
Capital invested by funds: $93.3M → $97.9M (+$4.52M)
0% more funds holding
Funds holding: 47 → 47 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.18M |
| 2 |
Jane Street
New York
|
+$4.42M |
| 3 |
JG
Jefferies Group
New York
|
+$3.94M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$2.83M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.59M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.15M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$2.45M |
| 4 |
Morgan Stanley
New York
|
-$2.34M |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
-$617K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NES
51
New England Securities
New York
| – | -$34K | -690 | Closed |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$20K | -400 | Closed |
|
53
Parallax Volatility Advisers
San Francisco,
California
| – | +$49 | +1 | New |
|
FTSL Hedge Fund Activity: Q4 2014 in Review
47 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2014, worth a combined $97.9M — up 4.8% from $93.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FTSL positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $5.18M. The largest seller was Bank of America, cutting an estimated $5.59M.
- 47 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $97.9M of First Trust Senior Loan Fund ETF stock for Q4 2014, up 4.8% quarter-over-quarter.
- 8 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2014 and 6 closed out, a net change of +2 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2014 was First Trust Advisors, an estimated $5.18M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2014 was Bank of America, an estimated $5.59M sold.
Based on aggregated 13F filings for Q4 2014.