First Trust Senior Loan Fund ETF
FTSL
176 hedge funds and large institutions have $861M invested in First Trust Senior Loan Fund ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
9% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 64
5% more capital invested
Capital invested by funds: $824M → $861M (+$37.7M)
0.75% more ownership
Funds ownership: 52.39% → 53.13% (+0.75%)
3% less funds holding
Funds holding: 181 → 176 (-5)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.13M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.28M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.15M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.98M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.17M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.53M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.14M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
-$2.68M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.98M |
FTSL Hedge Fund Activity: Q2 2019 in Review
176 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2019, worth a combined $861M — up 4.6% from $824M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FTSL positions and 16 closed out — a net gain of 2 holders — while 70 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.13M. The largest seller was Bank of America, cutting an estimated $7.17M.
- 176 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2019, down from 181 in Q1 2019.
- Funds reported $861M of First Trust Senior Loan Fund ETF stock for Q2 2019, up 4.6% quarter-over-quarter.
- 18 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2019 and 16 closed out, a net change of +2 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2019 was Morgan Stanley, an estimated $8.13M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2019 was Bank of America, an estimated $7.17M sold.
Based on aggregated 13F filings for Q2 2019.