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First Trust Senior Loan Fund ETF

117 hedge funds and large institutions have $737M invested in First Trust Senior Loan Fund ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

211% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 19

58% more capital invested

Capital invested by funds: $468M → $737M (+$269M)

23% more funds holding

Funds holding: 95117 (+22)

4.46% more ownership

Funds ownership: 57.2%61.66% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
117
Holders Change
+22
Holders Change %
+23.16%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
26
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$111K +$1.31K +27 +1%
CFD
102
Creative Financial Designs
Indiana
$103K +$93K +1,917 +922%
PMFA
103
Plante Moran Financial Advisors
Michigan
$85K +$85.7K +1,765 New
PCP
104
Proficio Capital Partners
Massachusetts
$49K
MAS
105
Madden Advisory Services
Florida
$48K +$49K +1,010 New
BTIS
106
BB&T Investment Services
North Carolina
$42K +$42.6K +877 New
ST
107
Smithfield Trust
Pennsylvania
$34K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$34K +$29.1K +600 +606%
AWMS
109
Advocacy Wealth Management Services
Georgia
$27K +$27.3K +562 New
HI
110
Hudock Inc
Pennsylvania
$24K +$24.9K +514 New
NFG
111
Next Financial Group
Texas
$20K -$129K -2,659 -86%
SSB
112
Sandy Spring Bank
Maryland
$18K +$17.6K +362 New
SPIA
113
Steward Partners Investment Advisory
New York
$16K +$16.2K +333 New
CFG
114
CKW Financial Group
Hawaii
$12K +$922 +19 +9%
Barclays
115
Barclays
United Kingdom
$3K +$3.15K +65 New
AWM
116
AllSquare Wealth Management
New York
$2K
Jane Street
117
Jane Street
New York
-$2.63M -54,166 Closed
JFGIW
118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$101K -2,075 Closed
BIG
119
Bellwether Investment Group
Tennessee
-$11K -222 Closed

FTSL Hedge Fund Activity: Q1 2017 in Review

117 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2017, worth a combined $737M — up 58% from $468M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTSL positions and 3 closed out — a net gain of 23 holders — while 59 added to existing stakes and 19 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $96.8M. The largest seller was First Trust Advisors, cutting an estimated $8.3M.

  • 117 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2017, up from 95 in Q4 2016.
  • Funds reported $737M of First Trust Senior Loan Fund ETF stock for Q1 2017, up 58% quarter-over-quarter.
  • 26 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2017 and 3 closed out, a net change of +23 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2017 was RiverFront Investment Group, an estimated $96.8M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2017 was First Trust Advisors, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2017.