First Trust Senior Loan Fund ETF
FTSL
324 hedge funds and large institutions have $1.83B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 129 reducing their positions, and 17 closing their positions.
165% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 17
21% more capital invested
Capital invested by funds: $1.51B → $1.83B (+$316M)
10.22% more ownership
Funds ownership: 69.78% → 80% (+10%)
9% more funds holding
Funds holding: 298 → 324 (+26)
10% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 129
23% less funds holding in top 10
Funds holding in top 10: 22 → 17 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$144M |
| 2 |
Jane Street
New York
|
+$63.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$59M |
| 4 |
LPL Financial
San Diego,
California
|
+$30.9M |
| 5 |
Renaissance Technologies
New York
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.6M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$11.4M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$9.94M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.51M |
FTSL Hedge Fund Activity: Q4 2023 in Review
324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2023, worth a combined $1.83B — up 21% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FTSL positions and 17 closed out — a net gain of 28 holders — while 116 added to existing stakes and 129 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $144M. The largest seller was Royal Bank of Canada, cutting an estimated $18.9M.
- 324 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2023, up from 298 in Q3 2023.
- Funds reported $1.83B of First Trust Senior Loan Fund ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 45 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2023 and 17 closed out, a net change of +28 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $144M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2023.