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First Trust Senior Loan Fund ETF

332 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 83

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309332 (+23)

0.96% less ownership

Funds ownership: 72.29%71.33% (-0.96%)

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
83
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Axxcess Wealth Management
California
$5M +$5.04M +106,220 New
PCM
77
Presidio Capital Management
California
$5M +$5.04M +106,220 New
CCM
78
Colorado Capital Management
Colorado
$4.92M -$32.2K -678 -0.6%
SWP
79
ShoreHaven Wealth Partners
New Jersey
$4.85M -$2.91M -61,323 -37%
AIM
80
Aspen Investment Management
Michigan
$4.79M +$158K +3,338 +3%
DFA
81
DHJJ Financial Advisors
Illinois
$4.77M +$723K +15,227 +18%
FHC
82
First Heartland Consultants
Missouri
$4.72M +$2.66M +56,021 +127%
Citadel Advisors
83
Citadel Advisors
Florida
$4.61M +$4.65M +97,925 New
MWAM
84
Manhattan West Asset Management
California
$4.6M +$4.64M +97,796 New
SWP
85
Stratos Wealth Partners
Ohio
$4.54M +$917K +19,324 +25%
WWM
86
Western Wealth Management
Colorado
$4.53M +$3.8M +80,048 +495%
RA
87
RFG Advisory
Alabama
$4.48M +$1.46M +30,818 +48%
KA
88
Kovack Advisors
Florida
$4.42M -$111K -2,329 -2%
OC
89
Oppenheimer & Co
New York
$4.23M +$1.81M +38,233 +74%
W
90
WealthOne
New York
$4.21M +$1.01M +21,336 +31%
IAN
91
Integrated Advisors Network
Texas
$4.16M +$508K +10,707 +14%
CWA
92
Centennial Wealth Advisory
Michigan
$4.09M +$288K +6,058 +7%
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$4M +$3.75M +78,983 +1,319%
FHB
94
First Hawaiian Bank
Hawaii
$3.85M
FA
95
FDx Advisors
Illinois
$3.81M +$89.1K +1,877 +2%
MHB
96
Midwest Heritage Bank
Iowa
$3.78M +$821K +17,296 +27%
IP
97
Ignite Planners
California
$3.71M +$18.3K +386 +0.5%
GIA
98
Gladstone Institutional Advisory
Florida
$3.7M -$5.25M -110,675 -58%
AI
99
Atria Investments
North Carolina
$3.69M +$1.57M +33,050 +73%
B
100
Bensler
Washington
$3.64M +$218K +4,602 +6%

FTSL Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2022, worth a combined $2.66B — up 20% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTSL positions and 27 closed out — a net gain of 26 holders — while 168 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.9M. The largest seller was First Trust Advisors, cutting an estimated $30.8M.

  • 332 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2022, up from 309 in Q4 2021.
  • Funds reported $2.66B of First Trust Senior Loan Fund ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 53 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2022 and 27 closed out, a net change of +26 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.9M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2022 was First Trust Advisors, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2022.