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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$3.3M -$26.1K -566 -0.8%
SAG
77
SageView Advisory Group
California
$3.23M +$3.26M +70,755 New
AIM
78
Aspen Investment Management
Michigan
$3.22M -$194K -4,206 -6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.18M +$154K +3,350 +5%
MWM
80
McNaughton Wealth Management
California
$3.04M +$228K +4,955 +8%
KA
81
Kovack Advisors
Florida
$3M -$50.4K -1,093 -2%
SFS
82
Sowell Financial Services
Arkansas
$2.86M -$945K -20,490 -25%
TPA
83
Trivium Point Advisory
Connecticut
$2.8M -$42.3K -918 -1%
OIM
84
Oder Investment Management
California
$2.74M +$74.9K +1,624 +3%
JP Morgan Chase
85
JP Morgan Chase
New York
$2.6M +$607K +13,155 +30%
TPWA
86
Twin Peaks Wealth Advisors
California
$2.57M +$471K +10,224 +22%
PP
87
Prudential plc
United Kingdom
$2.57M -$66.9K -1,450 -3%
BRWA
88
B. Riley Wealth Advisors
Florida
$2.56M +$137K +2,963 +6%
GIA
89
Gladstone Institutional Advisory
Florida
$2.52M -$960K -20,821 -27%
MAM
90
Milestone Asset Management
Pennsylvania
$2.5M +$2.52M +54,662 New
FA
91
Flagstar Advisors
New York
$2.5M +$176K +3,820 +8%
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$2.48M -$246K -5,327 -9%
BCP
93
Blackhawk Capital Partners
Wisconsin
$2.48M +$100K +2,179 +4%
Comerica Bank
94
Comerica Bank
Texas
$2.48M -$315K -6,837 -11%
AFA
95
American Financial Advisors
Georgia
$2.46M -$355K -7,691 -12%
DFA
96
DHK Financial Advisors
New Hampshire
$2.44M +$46.3K +1,005 +2%
PAG
97
Private Advisory Group
Washington
$2.41M +$2.43M +52,750 New
OIA
98
OneDigital Investment Advisors
Kansas
$2.41M +$13.8K +300 +0.6%
VWA
99
Visionary Wealth Advisors
Illinois
$2.4M +$2.42M +52,594 New
FW
100
FullCircle Wealth
Texas
$2.38M +$2.39M +51,904 New

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.