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First Trust Senior Loan Fund ETF

244 hedge funds and large institutions have $1.63B invested in First Trust Senior Loan Fund ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 39

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

40% more capital invested

Capital invested by funds: $1.16B → $1.63B (+$468M)

10% more funds holding

Funds holding: 222244 (+22)

4.76% more ownership

Funds ownership: 67.18%71.94% (+4.8%)

Holders
244
Holders Change
+22
Holders Change %
+9.91%
% of All Funds
4.25%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
42
Increased
140
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$2.69M -$17.6M -366,011 -87%
MWM
77
McNaughton Wealth Management
California
$2.65M +$196K +4,080 +8%
IA
78
Insight Advisors
Pennsylvania
$2.54M +$947K +19,733 +59%
RG
79
Retirement Group
California
$2.53M +$461K +9,612 +22%
AO
80
Advisor OS
Illinois
$2.51M +$269K +5,607 +12%
LSPW
81
Lake Street Private Wealth
Illinois
$2.5M +$73.4K +1,529 +3%
QCIG
82
Quad-Cities Investment Group
Iowa
$2.47M +$517K +10,768 +27%
MIAN
83
Mariner Independent Advisor Network
Kansas
$2.32M +$160K +3,343 +7%
OIA
84
OneDigital Investment Advisors
Kansas
$2.29M +$2.29M +47,806 New
SPC
85
Sigma Planning Corp
Michigan
$2.21M -$216K -4,509 -9%
BRWA
86
B. Riley Wealth Advisors
Florida
$2.19M +$433K +9,019 +25%
CFGS
87
Concourse Financial Group Securities
Alabama
$2.16M +$1.03M +21,430 +91%
NA
88
NewEdge Advisors
Louisiana
$2.15M +$1.36M +28,278 +171%
SCA
89
Snowden Capital Advisors
New York
$2.09M +$533K +11,116 +34%
MOS
90
MGO One Seven
Ohio
$2.04M +$1.29M +26,906 +172%
CIAS
91
Capital Investment Advisory Services
North Carolina
$2.04M -$9.02K -188 -0.4%
RA
92
RFG Advisory
Alabama
$2.02M +$396K +8,251 +24%
OC
93
Oppenheimer & Co
New York
$1.93M +$309K +6,432 +19%
MMHP
94
Murphy Middleton Hinkle & Parker
Georgia
$1.85M +$3.94K +82 +0.2%
LA
95
LexAurum Advisors
Kansas
$1.81M +$326K +6,801 +22%
AI
96
Atria Investments
North Carolina
$1.77M +$96.3K +2,006 +6%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$1.73M +$317K +6,612 +22%
IRC
98
Investors Research Corp
Georgia
$1.61M +$374K +7,802 +30%
P
99
&Partners
Tennessee
$1.58M
OWA
100
Outlook Wealth Advisors
Texas
$1.52M -$34.6K -722 -2%

FTSL Hedge Fund Activity: Q2 2021 in Review

244 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2021, worth a combined $1.63B — up 40% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSL positions and 18 closed out — a net gain of 24 holders — while 140 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $94.7M. The largest seller was Jane Street, cutting an estimated $17.6M.

  • 244 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2021, up from 222 in Q1 2021.
  • Funds reported $1.63B of First Trust Senior Loan Fund ETF stock for Q2 2021, up 40% quarter-over-quarter.
  • 42 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2021 and 18 closed out, a net change of +24 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2021 was Morgan Stanley, an estimated $94.7M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2021 was Jane Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.