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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3.52M +$161K +3,492 +5%
CCM
77
Colorado Capital Management
Colorado
$3.5M -$12.8K -278 -0.4%
AA
78
Armis Advisers
Georgia
$3.48M +$3.48M +75,360 New
JWCA
79
J.W. Cole Advisors
Florida
$3.42M +$38.3K +828 +1%
BCP
80
Blackhawk Capital Partners
Wisconsin
$3.37M +$166K +3,594 +5%
HighTower Advisors
81
HighTower Advisors
Illinois
$3.32M -$588K -12,728 -15%
Truist Financial
82
Truist Financial
North Carolina
$3.29M -$14.4M -312,657 -81%
MWM
83
McNaughton Wealth Management
California
$3.25M +$51.9K +1,124 +2%
FTS
84
Fifth Third Securities
Ohio
$3.25M +$3.25M +70,333 New
SAG
85
SageView Advisory Group
California
$3.07M -$88K -1,904 -3%
IAN
86
Integrated Advisors Network
Texas
$2.96M -$161K -3,490 -5%
OIM
87
Oder Investment Management
California
$2.94M +$155K +3,343 +6%
CAS
88
Coppell Advisory Solutions
Texas
$2.92M -$152K -3,282 -5%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$2.91M +$1.77M +38,357 +156%
GIA
90
Gladstone Institutional Advisory
Florida
$2.81M +$151K +3,274 +6%
PP
91
Prudential plc
United Kingdom
$2.8M +$185K +4,000 +7%
TPWA
92
Twin Peaks Wealth Advisors
California
$2.8M +$34K +735 +1%
FA
93
Flagstar Advisors
New York
$2.75M +$80.5K +1,741 +3%
PAG
94
Private Advisory Group
Washington
$2.71M +$188K +4,069 +7%
FAIM
95
Financial Advocates Investment Management
Washington
$2.7M +$2.21M +47,890 +461%
HA
96
Huntleigh Advisors
Missouri
$2.66M +$2.66M +57,547 New
CCG
97
Coastwise Capital Group
California
$2.64M +$656K +14,194 +33%
PAS
98
Park Avenue Securities
New York
$2.59M +$668K +14,446 +35%
DFA
99
DHK Financial Advisors
New Hampshire
$2.56M +$46.3K +1,002 +2%
KWM
100
Kingsview Wealth Management
Oregon
$2.54M -$14.9K -322 -0.6%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.